GuShiio.com ① Today, SanDisk, a world-renowned storage product supplier, issued a price increase letter. It will implement a price increase starting from April 1, which is expected to exceed 10%, and it is expected that there will be additional increases in the next few quarters;
② A storage company executive revealed that several original memory chip manufacturers have previously announced plans to reduce production by 15%-25%. For domestic memory module manufacturers, the price increase will be followed up immediately.
“Science and Technology Innovation Board Daily” March 7 (Reporter Guo Hui) The storage industry may start a new round of price increases.
Today (March 7), SanDisk, a world-renowned storage product supplier, disclosed its price increase letter to customers. It is said that SanDisk will start to implement price increases on April 1 this year, and the increase will exceed 10%. This measure applies to all channel-oriented and consumer products. Not only that, SanDisk also predicts that it will continue to conduct frequent pricing reviews, and additional increases are expected in the next quarter.
Regarding the reasons for the price increase, SanDisk said thatOn the one hand, the supply and demand dynamics of the storage industry continue to evolve, and it is expected that the industry will soon transition to a state of short supply; on the other hand, international tariff actions will also increase its business costs.
However, in the view of a domestic storage company executive, SanDisk issued a price increase letter, in which the tariffs were “just the reason they found.” The core is that the company wants to stabilize the downward trend of prices and the industry increases prices by reducing production.
The executive revealed to a reporter from the Science and Technology Innovation Board Daily thatPreviously, several original memory chip manufacturers have released 15%-25% production reduction plansAccording to this plan, if the supply decreases, the corresponding price will increase.
Upstream measures to control production and raise prices have shown results in the near future.
According to an analysis of a research report released by Huaxin Securities on March 4, the spot prices of SK Hynix’s DDR5 and eMMC memory chips have risen across the board this week. The spot transaction price of DDR5 SK Hynix 2Gx8 -5600 grains has risen to US$4.70. The eMMC market trading performance is booming, with 4G/8G/16G eMMC rising by 8%-10%. The market price has been higher than the original official price, and the factory is still raising the target price to gain bargaining space. Buying sentiment in the NAND Flash spot market continued to heat up this week. Not only was the inquiry for low-capacity products stable in the Wafer market, but the follow-up intensity of buying orders also increased significantly compared with last week.
The above-mentioned storage company executives said that for domestic storage module manufacturers, the price increase will definitely follow up immediately. Because the market is very transparent, the transmission speed will be very fast.
A person from a memory manufacturer told a reporter from the Science and Technology Innovation Board Daily that in addition to the impact of price increases caused by the production reduction of original memory chip factories,The recent growth in AI applications, enterprise-level storage and consumer-level storage brands is significant, which is expected to promote the overall storage market in the second half of this year.。
Tianfeng Securities analyst Pan Wei’s team stated in a research report released on March 5 that storage systems are particularly critical in the training phase of AI applications. From a downstream perspective, with the explosive growth of the AI market and the emergence of large models such as the GPT series, the demand for computing power and storage in the AI field has grown exponentially. The current number of parameters in the Large Language Model (LLM) has shifted from billions to hundreds of billions, or even trillions, resulting in significant increases in the bandwidth and response time requirements of the storage system. We are optimistic that the rapid development of the overall AI industry will drive storage demand + long-term boost in prices.
TrendForce Consulting believes that the supply and demand structure of the NAND Flash market is expected to improve significantly in the second half of 2025. Factors such as factory production cuts, smartphone inventory removal, AI and DeepSeek effects will push up demand for NAND Flash, thereby alleviating oversupply. The situation is expected to see a price rebound in the second half of the year.
