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Longsys: AI Applications Will Continue to Drive Demand, Expected to Support Continued Rise in Overall NAND Flash Prices in the Fourth Quarter
2025-12-04 /
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Author：小编
According to the investor relations activity record released by Longsys, combined with information from third-party institutions, AI applications will drive increased demand for high-performance TLC eSSDs and QLC eSSDs from CSPs. Meanwhile, due to HDD supply shortages, NAND Flash prices are expected to continue rising in the fourth quarter. Affected by past cycles, major original manufacturers maintain a cautious capacity expansion strategy. Even if subsequent capital expenditures increase, the incremental contribution to bit output in 2026 will be limited due to the lagging nature of capacity construction cycles.
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