Demingley received a survey from the agency and answered “How do you view the subsequent trend in storage prices?” At the time of the problem, it was stated that the increase in demand for data storage driven by AI continues to affect storage prices. Leading cloud service providers are throwing huge purchase orders to storage manufacturers, increasing the original factory's bias in favor of limited production capacity towards server storage, and the non-server market is facing a shortage of supply. The CFM flash market is expected to continue its upward trend in the first quarter of 2026, with MobileEMMC/UFS rising 25%-30%, LPDDR4X/5X increasing 30%-35%; PC-side DDR5/LPDDR5X rising 30%-35%, and CSSD rising 25%-30%. The company will also closely follow industry price trends and actively adjust business strategies.

Zhitongcaijing · 2d ago
Demingley received a survey from the agency and answered “How do you view the subsequent trend in storage prices?” At the time of the problem, it was stated that the increase in demand for data storage driven by AI continues to affect storage prices. Leading cloud service providers are throwing huge purchase orders to storage manufacturers, increasing the original factory's bias in favor of limited production capacity towards server storage, and the non-server market is facing a shortage of supply. The CFM flash market is expected to continue its upward trend in the first quarter of 2026, with MobileEMMC/UFS rising 25%-30%, LPDDR4X/5X increasing 30%-35%; PC-side DDR5/LPDDR5X rising 30%-35%, and CSSD rising 25%-30%. The company will also closely follow industry price trends and actively adjust business strategies.