NAND闪存价格集体暴涨！

Core Viewpoint - The article highlights the significant price increase of NAND flash memory by SanDisk, which has raised contract prices by up to 50% in November, marking at least the third price hike this year, indicating a strong demand and potential supply constraints in the semiconductor industry [2][4]. Group 1: Price Increases and Market Impact - SanDisk announced a price increase of up to 50% for NAND flash memory contracts in November [2]. - This is the third price hike by SanDisk in 2023, following a 10% increase in April and another 10% increase in September, which initiated a trend of price hikes across the storage supply chain [4]. - The price hikes have caused disruptions in the supply chain, with some module manufacturers, like Transcend, pausing shipments to reassess pricing due to expectations of further price increases [4]. Group 2: Stock Market Reaction - Following the strong sales of data center storage chips, SanDisk's stock surged over 15% on November 7, reaching a new historical high [4]. - Over the past three months, SanDisk's stock has seen a cumulative increase of 468.84% [6]. Group 3: Industry Outlook - SanDisk anticipates that the demand for NAND products will exceed supply until the end of 2026, with data centers expected to become the largest application market for NAND [4]. - The rising prices of storage products are seen as beneficial for manufacturers like Samsung, Micron, Hynix, ChangXin, and ChangZun, as they are likely to gain higher profits in a strong demand environment [6]. - The article also notes that the entire industry is experiencing growth, leading to various shortages, as stated by NVIDIA's CEO Jensen Huang regarding the demand for Blackwell chips [6].