Early 2026 has seen the global semiconductor and storage markets booming on multiple fronts. Everything from the stock prices of original manufacturers to end products is showing strong growth momentum, and the industry’s prosperous cycle is continuing to deepen. On the first trading day of January 2nd, Samsung Electronics and SK Hynix hit new stock […]
This week, the storage market maintained a robust upward trend, with DRAM and NAND leading the rally. SSDs, memory modules, and Flash chips saw significant price hikes, while the USB market remained stable and TF cards edged up slightly. Leveraging the boom in AI computing demand, original equipment manufacturers (OEMs) continued to raise contract prices […]
In December 2025, the upward trend in prices across the storage industry chain has intensified, affecting the entire chain from the capital market to the spot market, and from upstream manufacturing to end products. The memory index has continued to strengthen, core component prices have soared, wafer foundry price hikes have been implemented, and end […]
Recently, the global storage industry has witnessed a flurry of developments. A combination of price surges, supply shortages, shifts in market structure, and new product releases has attracted widespread attention within the sector. The upward trend in storage product prices is particularly prominent. Morgan Stanley points out that the industry has entered a “super upcycle,” […]
Recently, the global storage market has witnessed a new round of skyrocketing prices. The prices of DRAM and NAND Flash have surged significantly, prompting enterprises along the industrial chain to adjust their strategies one after another. From chip giants to end – user manufacturers, all have been affected. In the spot market in November, the […]
The explosive growth of the AI industry is reshaping the global storage market structure. The surging demand for HBM (High-Bandwidth Memory) and DRAM has led to price increases. Enterprises along the industrial chain, from upstream to downstream, have successively adjusted their strategic layouts, which has also caused chain impacts on the end-market. The rise of […]
Driven by the explosive demand for AI, the global storage market is witnessing a structural growth inflection point. Both DRAM and NAND flash memory are in simultaneous shortage, and this supply crunch is expected to last until the first half of 2026 or even longer. Prices have surged significantly as a result, and the performance […]
The global memory chip market is witnessing a dramatic transformation in 2025. On one hand, prices of mainstream memory products such as DRAM and GDDR6 have surged significantly, leading to a sharp increase in profits and tax payments for leading enterprises. On the other hand, domestic memory chip manufacturers have achieved key technological breakthroughs, while […]
Recently, the global storage market has witnessed violent fluctuations, with prices of DDR5 memory and NAND flash rising sharply. Against the backdrop of a supply-demand imbalance, enterprises across all links of the industrial chain have adjusted their strategies to cope with market changes. The DRAM market has performed particularly prominently. The price of Samsung Electronics’ […]
Driven by the explosive growth of the AI industry, the global storage market is undergoing a rare supply-demand restructuring. DDR5 memory prices have soared, and the supply of all storage categories has tightened. From original equipment manufacturers (OEMs) to end-device producers, the entire industrial chain has been significantly impacted, marking the official entry of the […]