Analysis: Memory prices are brewing another round of increases, mainly concentrated in DRAM contract segment and enterprise SSD

Odaily: Recently, several people in the memory industry revealed that some leading companies have verbally informed channel distributors of their intention to raise prices for enterprise-grade chips. Formal price increase letters have not yet been issued, but prices on the channel side have already started to move. Multiple distributors confirmed the price increase signals. One SK Hynix distributor said: "Prices are rising every day." He observed that second-hand market buyback prices have been climbing continuously, driving overall quotations upward; the price adjustment path is that provincial distributors adjust prices weekly, and agent product prices are then passed down, "we follow along."

One Samsung distributor said this round of price increases is not across all categories: the increases are mainly concentrated in the DRAM contract segment and enterprise SSD original manufacturer/channel segment, rather than a comprehensive rise in consumer-grade NAND. "The bulk is still computing power centers; demand feedback from the grassroots level is actually average."

Since the price increases are first concentrated in the DRAM contract segment and enterprise SSD segment, when this round of prices spreads outward from original manufacturers, the first to be reached are not end consumers, but the manufacturing companies and module makers caught in the middle. These companies are the first to absorb the original manufacturers' price increases, and given their different positions in the industry chain, their experiences and pressures differ markedly. (Lanjing News)