SSD Prices Surge as Manufacturers Respond to Demand
May 24th, according to the South Korean media outlet "Pulse," SSDs may face a comprehensive price hike, with industry manufacturers already taking steps in that direction.
Samsung Electronics is expected to witness a 15%-20% growth in DRAM shipments in the second quarter compared to Q1, surpassing the previous quarter's decline of approximately 10%.
SK Hynix, which suffered a massive loss of 5 trillion Korean won last quarter, is also expected to experience a recovery. The company's Q2 shipment volume is estimated to grow by 30%-50% compared to the previous quarter, exceeding the market's expectations of 20%.
As the prices of NAND flash memory from other brands gradually increase slightly, Yangtze Memory Technologies Co., Ltd. (YMTC) is no longer willing to continue lowering its prices. Earlier reports indicated that YMTC's original factory flash memory has officially begun to increase in price by approximately 3%-5%, with a rise of 4-5 US dollars (equivalent to approximately 28-35 Chinese yuan) for a 256GB module.
In light of the current situation, the supply chain indicates that as major manufacturers reduce production more intensively and the demand for storage increases due to AI applications, this will result in short-term price increases for SSDs and other storage devices. While this is favorable for manufacturers, the extent of the price hike ultimately depends on market feedback.
