New Round of Price Hikes Brewing in the Storage Industry
9 hour ago / Read about 0 minute
Author:小编   

A new wave of asymmetric price increases is emerging in the storage market. Several leading storage companies have verbally notified channel distributors of their intention to raise prices for enterprise-grade chips; formal price increase letters have yet to be issued, but channel-side prices have already been raised ahead of them. Second-hand disk recycling prices continue to climb, driving overall quotations upward, with prices transmitting tier by tier across the supply chain. This round of price increases is not a broad-based rise across all categories; it is mainly concentrated in DRAM contract prices and enterprise-grade SSD original manufacturers and channel sides, while consumer-grade NAND has not fully followed suit. Demand is primarily driven by computing power centers, while end-consumer demand remains lackluster. Price increase pressure is first transmitted to manufacturing enterprises and module manufacturers, with manufacturers at different stages of the chain experiencing markedly different levels of impact and pressure.