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According to the latest TrendForce report, the implementation of the US "reciprocal tariff" policy, coupled with a 90-day grace period, has ignited a surge of activity in the storage market. Both buyers and sellers are rushing to finalize deals, thereby accelerating production and shipments. Amid the uncertainty surrounding tariff policies, the procurement side has been actively stocking up, increasing their inventory of DRAM and NAND Flash, which has consequently led to a significant rise in contract prices during the second quarter. Nevertheless, this trend may be confined to the second quarter, with the final decision on US tariffs serving as a pivotal observation point for the supply and demand dynamics, as well as price fluctuations, in the storage market for the remainder of the year.
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