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闪迪价格上调10%!
国芯网·2025-09-09 13:45

Group 1 - SanDisk announced a price increase of over 10% for all products, effective for new orders placed after September 5 [2][4] - The reasons for the price hike include ongoing fluctuations in supply and demand within the memory industry, leading to expected shortages, and increased operational costs due to tariff measures [4] - In the second quarter, SanDisk's revenue grew by 12.2% quarter-on-quarter, reaching $1.9 billion, although the capacity utilization rate at its joint venture factory with Kioxia has not fully recovered [4] Group 2 - SanDisk's penetration in the enterprise SSD market remains limited, particularly in AI server and data center applications, trailing behind major competitors [4] - This is not the first price adjustment for SanDisk in 2023, as a previous increase of 10% for NAND memory was announced on April 1 [4]