全球存储巨头掀涨价潮

Core Viewpoint - Samsung has significantly raised prices for its DRAM and NAND flash products due to supply constraints, with some products seeing price increases of up to 30% [1][2][3]. Group 1: Price Increases - Samsung's DRAM products have seen price increases of up to 30%, while NAND flash products have increased by 5%-10% [2]. - A recent trend shows major storage companies, including Micron and SanDisk, also raising prices due to similar supply issues [5]. - Micron has paused all product pricing and may increase prices by 20%-30% for various storage products, with automotive electronics potentially seeing increases of up to 70% [5]. Group 2: Supply Constraints - The supply constraints are attributed to reduced production of older products and increased demand from large cloud enterprises [3]. - Samsung's market share in DRAM and NAND is currently 32.7% and 32.9%, respectively [4]. Group 3: Industry Trends - The storage chip industry is undergoing a structural transformation, with a shift towards AI applications and high-profit products like HBM, leading to a contraction in traditional product supply [5]. - Major storage manufacturers are prioritizing AI-related products, particularly for companies like NVIDIA and AMD, which is intensifying the supply constraints for traditional DRAM [5][6]. Group 4: Market Reaction - Following the price increase announcement, Samsung's stock price rose by 4.77%, reaching a new high of 83,500 KRW [7].