---
title: "AI-driven demand surges, storage chips expected to rise in price throughout the year \"without a doubt\""
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/279332585.md"
description: "AI drives the expansion of the storage market, becoming the largest component of the semiconductor industry, with supply unable to meet demand. Prices of some storage products in the spot market have risen nearly 20% compared to February; in the contract market, driven by Samsung and SK Hynix, global storage price increases for the second quarter have been established, with an expected annual HBM capacity shortfall of 50% to 60%, and the upward price trend continues"
datetime: "2026-03-16T22:26:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279332585.md)
  - [en](https://longbridge.com/en/news/279332585.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279332585.md)
---

# 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)

### Related Stocks

- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [09747.HK](https://longbridge.com/en/quote/09747.HK.md)
- [07747.HK](https://longbridge.com/en/quote/07747.HK.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [SMH.UK](https://longbridge.com/en/quote/SMH.UK.md)

## Related News & Research

- [Samsung Electronics says union's demand for pay increase was unacceptable](https://longbridge.com/en/news/286998619.md)
- [Key facts: Samsung to Begin 18-Day Strike May 21; Market Cap Tops $1T](https://longbridge.com/en/news/286483779.md)
- [South Korea’s labour authority says the collapse of Samsung-related talks is unfortunate.](https://longbridge.com/en/news/286998311.md)
- [Samsung union, management narrow some differences in talks to avert strike, media say](https://longbridge.com/en/news/286835655.md)
- [Samsung, labour union meet again as Seoul threatens to intervene to block strike](https://longbridge.com/en/news/286837316.md)