Understanding the Surge in Storage Chip Prices

Understanding the Surge in Storage Chip Prices

Recently, friends planning to upgrade their computers were likely shocked by the prices of memory modules: Acer Predator DDR5 kits were around 6200 yuan at the end of September, skyrocketing to 8000 yuan by late November; even more astonishing is the Samsung 32GB DDR5 server memory, which saw a contract price increase from $149 in … Read more

Storage Chip Prices Surge, Impacting PC and Server Manufacturers! Morgan Stanley: A 10% Increase Could Reduce OEM Margins by 45-150 Basis Points

Storage Chip Prices Surge, Impacting PC and Server Manufacturers! Morgan Stanley: A 10% Increase Could Reduce OEM Margins by 45-150 Basis Points

An unprecedented “super cycle” of storage chips is sweeping through the global technology hardware industry, casting a shadow over the profit outlook for personal computer (PC) and server manufacturers. According to reports from Wind Trading Desk, Morgan Stanley warned in a report released on November 16 that the uncontrolled surge in storage chip prices will … Read more

The Global Semiconductor Industry Faces a New Wave of Price Surge

The Global Semiconductor Industry Faces a New Wave of Price Surge

The global semiconductor industry is facing a new wave of price surges. According to media reports on Tuesday, a price increase storm has erupted simultaneously at both ends of the industry chain: TSMC’s 2nm advanced process pricing has surged by at least 50% compared to the 3nm process, and the last generation of 3nm CPUs … Read more