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德明利:AI驱动下的数据存储需求增长仍在持续影响存储价格
Xin Lang Cai Jing· 2025-12-23 13:12
Core Viewpoint - The company indicates that the demand for data storage driven by AI continues to impact storage prices, with major cloud service providers placing large orders, leading to a supply shortage in the non-server market [1] Industry Summary - The CFM flash memory market is expected to maintain an upward trend into Q1 2026, with Mobile eMMC/UFS prices projected to increase by 25%-30%, LPDDR4X/5X by 30%-35%, and PC DDR5/LPDDR5X by 30%-35% [1] - cSSD prices are anticipated to rise by 25%-30%, reflecting the overall positive pricing trend in the storage market [1] - The company will closely monitor industry price trends and actively adjust its business strategies accordingly [1]