The Zhitong Finance App learned that on Wednesday, the storage sector generally rose, with SanDisk (SNDK.US) up more than 8%, SK Hynix (SKHY.US) and Seagate (STX.US) up more than 6%, and Micron Technology (MU.US) and Western Digital (WDC.US) rising more than 5%. On the news, a new round of price increases in the storage market is unfolding in an asymmetrical manner. Recently, several storage industry sources revealed that some leading companies have verbally informed channel providers of their intention to increase the price of enterprise-grade granules. The price increase letter has not yet been officially issued, but the price on the channel side has already moved first.

Bank of America (BofA) quoted Avril Wu, a senior analyst at TrendForce Corp. (TrendForce Corp.), as saying that the memory chip industry can maintain its current upward cycle until 2027 and avoid entering a downward cycle in 2028. Wu said in a webcast hosted by Bank of America on November 10 that memory prices are likely to continue to rise. It is expected that in the fourth quarter of 2026, DRAM and high-bandwidth memory prices will rise 10% to 20% compared to the previous quarter, and NAND memory prices will rise 8% to 13%. She also expects HBM prices to more than double by 2027, and long-term supply agreements may help reduce price fluctuations after 2028.

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