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The storage chip market is currently experiencing significant price increases, primarily propelled by a sharp uptick in demand from the artificial intelligence (AI) sector. Suppliers such as SanDisk have hiked their prices by as much as 50% and are still grappling with supply shortages. The push for AI computing power has spurred a demand for high-performance storage products, including HBM and DDR5. Meanwhile, sectors like consumer electronics and new energy vehicles are also witnessing a resurgence in demand, contributing to a multifaceted growth trend. On the supply front, production cuts implemented by leading manufacturers and structural shifts in production capacity have further intensified the supply crunch. The gap between supply and demand is anticipated to persist until at least 2026.
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