The storage sector is once again thrown into disarray, as SanDisk implements a staggering 50% surge in its NAND flash quoted prices this November. While the demand from AI data centers has been on a consistent upward trajectory, this dramatic price escalation comes across as rather bold, bordering on a veiled attempt at market manipulation. This action has rapidly set off a domino effect throughout the industry. Several storage manufacturers based in Taiwan, such as Transcend, Innodisk, and Apacer, have promptly suspended their shipments and are now in the process of reassessing their product pricing strategies.
