Institution: In the first quarter of 2026, storage prices rose more than expected, with NAND prices increasing by over 70% month-on-month
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In the first quarter of 2026, the global memory chip market saw prices rise beyond expectations due to the demand for AI computing power and changes in the supply and demand of consumer electronics, with NAND prices increasing by over 70% month-on-month. The demand for AI servers is strong, while uncertainty in consumer demand is increasing, leading memory manufacturers to prioritize capacity allocation for high-profit products such as HBM and DDR5, resulting in a further contraction of supply for DRAM and NAND used in consumer electronics
Source: 腾讯新闻 - 财经 The copyright of this article belongs to the original author/organization.
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