AI-driven demand surges, storage chips expected to rise in price throughout the year "without a doubt"

AI is driving the continuous expansion of the storage market, which has become the largest component of the semiconductor industry and is still in short supply. Several industry insiders have stated that in the spot market, some storage products have increased in price by nearly 20% compared to February; in the contract market, driven by Samsung and SK Hynix, the global storage price increase for the second quarter has already been established, with an expected annual HBM (High Bandwidth Memory) capacity gap of 50% to 60%, and price increases remain the main theme. (Shanghai Securities Journal)