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 due to surging demand from AI data centers and severe wafer supply limitations [2][4]. - Following the price increase announcement, several module manufacturers, including Transcend and Apacer, have paused shipments to reassess pricing strategies, anticipating further price hikes [2]. - SanDisk's Q1 FY2026 revenue reached $2.31 billion, a 22.6% year-over-year increase, exceeding analyst expectations, and its stock surged over 15% on November 7, reaching a market cap of $35.1 billion [4][5]. Group 2: Analyst Reactions and Future Projections - At least 11 Wall Street analysts have raised their target prices for SanDisk, with Citigroup increasing its target from $150 to $280 per share, reflecting strong market expectations [5]. - SanDisk anticipates Q2 revenue between $2.55 billion and $2.65 billion, significantly above analyst forecasts, and expects Non-GAAP diluted EPS to be between $3.00 and $3.40 [4]. Group 3: NVIDIA's Chip Demand and Industry Growth - 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, and confirmed that major memory manufacturers are ramping up production to meet demand [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, aiming to lower capital costs and mitigate investment risks [7][8]. - OpenAI plans to invest approximately $1.4 trillion in data center and chip development to support advanced AI systems, highlighting the need for public policy to play a role in early-stage investment risk management [7].