In November, flash memory leader SanDisk announced a sharp increase in NAND flash contract prices, up to 50%. This is at least the third time this year. After SanDisk announced a 10% price increase for all models in April and implemented a 10% general increase in early September, the current 50% increase in a single month broke market expectations. The relevant agencies predict that the December contract price will continue to rise. The industry generally believes that this wave of storage price increases is different from the past and will launch a “super cycle.” Driven by drastic changes in supply and demand and adjustments in the power balance of the industrial chain, profound changes are taking place. The reporter combed through and found that the core reason for frequent price increases for storage taps is an imbalance between supply and demand. The AI revolution is reshaping the storage industry's market demand pattern with unprecedented power.

In November, flash memory leader SanDisk announced a sharp increase in NAND flash contract prices, up to 50%. This is at least the third time this year. After SanDisk announced a 10% price increase for all models in April and implemented a 10% general increase in early September, the current 50% increase in a single month broke market expectations. The relevant agencies predict that the December contract price will continue to rise. The industry generally believes that this wave of storage price increases is different from the past and will launch a “super cycle.” Driven by drastic changes in supply and demand and adjustments in the power balance of the industrial chain, profound changes are taking place. The reporter combed through and found that the core reason for frequent price increases for storage taps is an imbalance between supply and demand. The AI revolution is reshaping the storage industry's market demand pattern with unprecedented power.