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On March 9, analysts at Nomura Securities highlighted in a research report that the prices of storage chips are poised to continue their upward trajectory in the second quarter. They predict that the quarter-on-quarter price hikes for DRAM and NAND chips will surpass the 30% to 50% range, exceeding earlier forecasts. Analysts noted that buyers are now more inclined to pay a premium to secure a stable supply of storage chips, while suppliers are adopting a somewhat passive stance in accepting these elevated prices. Additionally, customers are increasingly looking to secure three-year or even longer-term agreements, a notable shift from the shorter-duration contracts that were prevalent before. The trend towards long-term contracts is expected to potentially boost the valuation multiples of storage chip manufacturers, bringing them in line with those of foundry companies.
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