突然，涨价50%！芯片，重大突发！

Core Viewpoint - The storage chip market is experiencing significant price increases and demand surges, particularly driven by the needs of AI data centers and supply constraints in wafer production [1][2][4]. Group 1: SanDisk's Price Increase and Market Impact - SanDisk has raised NAND flash contract prices by 50%, indicating a tight supply in the storage market [2][4]. - The price hike has caused disruptions in the storage supply chain, with companies like Transcend and Apacer pausing shipments to reassess pricing strategies [2]. - SanDisk's Q1 FY2026 revenue reached $2.31 billion, a 22.6% year-over-year increase, exceeding analyst expectations [4]. Group 2: Financial Performance of SanDisk - SanDisk's GAAP net profit for Q1 was $112 million, a 47% decline year-over-year but a 587% increase quarter-over-quarter [4]. - The company expects Q2 revenue to be between $2.55 billion and $2.65 billion, surpassing analyst forecasts [4]. - Analysts have raised their target prices for SanDisk following its strong earnings report, with Citigroup increasing its target from $150 to $280 per share [5]. Group 3: NVIDIA's Chip Demand and Supply Chain - NVIDIA's CEO Jensen Huang reported strong demand for the Blackwell chip, leading to increased wafer demand from TSMC [6]. - Huang noted that the entire industry is experiencing growth, resulting in various shortages, including storage chips [6]. - SK Hynix and Samsung are ramping up production to meet the rising demand for chips, particularly for AI applications [6]. Group 4: OpenAI's Advocacy for Tax Incentives - OpenAI has urged the U.S. government to expand tax credits under the Chips Act to include AI data centers and related infrastructure [7][8]. - The company argues that such incentives would lower capital costs and mitigate early investment risks in the AI sector [7]. - OpenAI plans to invest approximately $1.4 trillion in data centers and chip development to support advanced AI systems [7].