Core Viewpoint - The price increase trend for storage products continues, with current spot prices remaining strong but showing a slight slowdown in growth, indicating a bullish sentiment in the industry [1] Group 1: Price Trends - TrendForce's latest report indicates that prices for DDR4, DDR5, and modules have been rising consistently, although the rate of increase has moderated compared to previous periods [1] - The overall spot prices for DRAM have not shown signs of weakness, as Kingston has significantly raised its DRAM prices this week [1] Group 2: Market Sentiment - The NAND Flash spot market is experiencing bullish sentiment, driven by expectations of rising contract prices [1] - The observed price movements are interpreted as a short-term phenomenon, influenced by some intermediaries releasing more inventory for year-end accounting rather than a sign of easing supply shortages [1]

Core Insights - The global memory chip market has experienced an "epic" price surge since Q3, with spot prices for DRAM and NAND Flash increasing by over 300% since September [1] Industry Summary - The current price increase is driven by the rise of artificial intelligence and the adoption of "compute-to-storage" technology, differing from previous price hikes [1] - The market supply gap is expected to remain unfilled for the next one to two years, indicating a prolonged period of high prices [1] Company Actions - Consumer electronics companies are likely to implement a combination of structural price increases and cost-sharing strategies with the supply chain, with potential announcements around the upcoming New Year [1]