存储芯片，即将疯涨？

Core Viewpoint - The article discusses the anticipated supply shortage of general DRAM and NAND Flash in the coming year, driven by the increasing demand from the AI industry and the focus of major companies on expanding high bandwidth memory (HBM) production [2][3]. Group 1: Supply and Demand Dynamics - Major semiconductor companies like Samsung, SK Hynix, and Micron are concentrating on expanding HBM capacity, which is contributing to the tight supply of general DRAM [3]. - Despite the expansion of production lines for DRAM, a significant portion is expected to be allocated to HBM production, leading to a potential shortage in the general DRAM market next year [3]. - IM Securities projects a 13.5% increase in DRAM capacity and a 13.9% increase in NAND Flash capacity next year, while demand is expected to grow by 13.7% and 14%, respectively [2]. Group 2: Market Trends and Price Increases - The demand for NAND Flash is also surging due to the rapid replacement of HDDs with SSDs in AI data centers, as SSDs offer superior performance [3]. - NAND Flash manufacturers, such as SanDisk, have already begun to raise prices, with a reported 10% increase in early September [4]. - Micron has ceased providing price quotes for certain general DRAM products, indicating a trend of price increases exceeding 20% for some items [4].