Demi: It is expected that storage prices will maintain an upward trend in the fourth quarter.
Dell EMC stated during a research institution visit that under the wave of AI, the rapid evolution and widespread application of technology have led to an explosive growth in data storage demand, injecting long-term development momentum into the storage industry. According to public reports, following a round of price increases by Samsung Electronics, Micron, and SanDisk in September, Samsung Electronics and SK Hynix have once again raised prices of storage products including DRAM and NAND recently; at the same time, numerous leading technology companies overseas have raised their capital expenditure expectations for the fiscal year 2025. Computing power infrastructure construction continues to expand, and the growth in storage demand for servers and data centers continues to drive industry prosperity. It is expected that storage prices will maintain an upward trend in the fourth quarter.
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