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NAND Price Surge Tsunami: Cumulative Yearly Hike Could Top 200%, Unleashing Fresh Turmoil on PC Sector
8 hour ago /
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Author：小编
Following a substantial price rise in the first quarter of this year, Samsung is set to implement another 100% increase in NAND flash memory contract prices during the second quarter. This implies that, for Samsung alone, the cumulative surge in NAND prices by 2026 will surpass 200%, greatly outstripping market projections. Industry experts attribute this wave of price escalations mainly to the swift expansion of artificial intelligence-related demand. This, combined with manufacturers' strategic shifts in production capacity allocation between DRAM and NAND, has bolstered the negotiating leverage of memory suppliers. Consequently, downstream customers find themselves with little choice but to reluctantly accept the new price quotations.
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