Core Viewpoint - The storage industry has fully transitioned into a seller's market, driven by real demand from AI and limited cleanroom space, leading to continuous price increases for storage products this year [1][2]. Group 1: Market Dynamics - SK Hynix revealed that the current inventory of DRAM and NAND is only about 4 weeks, with no customers able to fully meet their demand [1]. - The extreme shortage of standard DRAM, expected to worsen as HBM capacity sells out by 2026, is significantly enhancing the bargaining power of suppliers [2]. Group 2: Pricing Trends - Due to the explosive demand from AI and supply bottlenecks, storage chips are entering a comprehensive seller's market, with price increases becoming inevitable [2]. - All customers' demands are projected to remain unmet this year, confirming the trend of rising prices in the storage market [2].
存储巨头：所有客户需求都无法满足
财联社·2026-02-21 11:06