Dell EMC: The continued growth of data storage demand driven by AI is still affecting storage prices.

Demeingli responded to the question "How do you view the future trend of storage prices?" by stating that the growth of data storage demand driven by AI continues to impact storage prices. Top cloud service providers are placing large purchase orders with storage original manufacturers, exacerbating the limited capacity of the original manufacturers towards server storage, leading to a shortage in the non-server market. The CFM flash market is expected to continue its upward trend in the first quarter of 2026, with Mobile eMMC/UFS expected to increase by 25%-30%, LPDDR4X/5X by 30%-35%; and PC DDR5/LPDDR5X by 30%-35%, cSSD by 25%-30%. The company will closely monitor industry price trends and actively adjust its business strategy.