In January 2026, Goke, a prominent domestic integrated circuit design firm, issued a notice announcing a price hike. Starting from February 1, it will raise the prices of its entire product lineup, which encompasses solid-state storage chips, SSD controller chips, and associated storage modules. The price increases will span from 20% to 80%, with enterprise-grade SSDs and high-end DDR-compatible products experiencing the steepest rise, up to 80%. This price adjustment will impact downstream key customers, including Lenovo and Inspur.

The price hike is a result of the supply-demand imbalance and escalating costs in the global storage industry. Since the second half of 2025, storage behemoths such as Samsung and SK Hynix have redirected over 40% of their advanced DRAM production capacity to the HBM sector. This shift has led to a drastic decline in the supply of consumer-grade and enterprise-grade standard storage chips. The industry's supply shortage is anticipated to persist throughout 2026.

In the meantime, the cost of crucial components like memory and SSDs has surged by 40%-200% on a month-on-month basis. Within the year, the price of 12-inch silicon wafers has soared by nearly 90%, while electronic materials such as tungsten hexafluoride have seen price hikes ranging from 70% to 90%. These cost increases have pushed corporate cost pressures beyond the profitability threshold.

Goke's 2025 performance forecast reveals a net loss attributable to shareholders, estimated to range from 180 million to 250 million yuan. This loss is attributed to the company's failure to adjust prices in a timely manner to counterbalance costs earlier. The current price adjustment is regarded as a vital move to alleviate the pressure on gross margins.