Affected by the surge in AI demand and original manufacturers' production control, the storage industry has recently experienced a comprehensive price hike. DRAM prices are expected to rise by 18%-23% in the fourth quarter, with strong demand for HBM and a total demand increase of 89% year-on-year in 2025. NAND flash memory prices have also risen by 5%-10%, with SSD and HDD prices following suit, and the increase is more pronounced for enterprise-level products.
