La vague de hausse des prix des puces de stockage balaie la chaîne industrielle, une nouvelle vague d'épreuves de coûts est arrivée

2026-04-09 19:26:21

Alibaba Cloud, Baidu Smart Cloud and other cloud providers increased the prices of AI computing power and storage products on March 18, with the highest increase reaching 34%. Since the second half of 2025, the global storage chip market has entered a new round of price hikes, and its chain reaction is now continuing to ferment. Recently, OPPO and vivo announced price increases for their phones. Samsung Electronics in South Korea may experience a large-scale strike, adding more pressure to the already tight supply and demand for storage products. Industry insiders say that the prices of storage chips will remain firm in 2026-2027, and the entire industry chain is now facing a new round of cost challenges. (China Securities Journal)

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