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Core Viewpoint - The global demand for DRAM and NAND flash memory is expected to exceed supply in 2024, driven by the surge in AI-related storage needs, leading to price increases and market opportunities for major memory manufacturers like Micron, SanDisk, Samsung, and SK Hynix [1][2][3] Group 1: Market Dynamics - The memory market is experiencing a significant shift due to the rapid increase in AI cloud demand, with DRAM manufacturers focusing on High Bandwidth Memory (HBM) and facing challenges in production capacity [2] - Micron has announced a price increase of 20% to 30% for DRAM products, indicating a strong demand that exceeds expectations, with a potential new wave of purchasing activity in the market [1][2] - SanDisk has also raised prices by over 10% across all channels, signaling the start of a new round of price increases in the NAND market [2] Group 2: Price Trends and Projections - The DRAM price index has increased by approximately 72% in less than six months, while NAND prices remain relatively low compared to last year, indicating a widening gap between the two price indices [3] - The overall market value for NAND flash memory is projected to reach $65 billion in 2026 and $70 billion in 2027, with a growing contribution from AI demand [2] Group 3: Sector-Specific Insights - The server market is seeing a recovery in demand for enterprise-level NAND due to inventory depletion and a strong need for profitability, leading to a more aggressive pricing strategy from manufacturers [4] - With Micron exiting the mobile NAND market, domestic manufacturers are expected to benefit from the resulting market opportunities, leading to a slight increase in mobile NAND prices in Q4 [5]