This information was sent by SanDisk to key customers in a letter on March 7. The reason for the price increase is said to be due to a change in market dynamics, with the forecast of demand for NAND flash memory recovering along with the increase in export taxes. According to SanDisk, the company's ability to meet the sudden increase in demand for NAND flash memory is limited.
SanDisk's NAND flash price hike could impact SSD prices
According to a report from TrendForce, major suppliers such as Samsung and SK hynix have started to reduce NAND flash memory production since the beginning of the year. Forecasts show that the output of these two manufacturers will decrease by more than 10% in the first quarter of this year compared to the second half of last year. The production reduction is intended to restore the balance between supply and demand in the market, creating conditions for price recovery.
NAND flash memory price hike is inevitable
Despite the current economic uncertainty, this move is in line with recent industry forecasts, with TrendForce predicting that NAND flash memory prices are likely to stabilize and rebound in the near term after a balance is established in the second half of 2025.
Since its spinoff from Western Digital in February, SanDisk's stock has outperformed other semiconductor stocks. One of SanDisk's rivals, Japan's Kioxia, has also seen its stock price rise 17%.
With the new developments from SanDisk, some semiconductor industry experts recommend that investors consider buying memory with a long-term view before the price cycle changes.
Source: https://thanhnien.vn/sandisk-tang-gia-bo-nho-flash-nand-185250310212103233.htm
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