Some channel customers rekindle their stocking motivation. Channel SSDs and memory modules have all increased significantly.

date
11/03/2026
Last month coincided with the Spring Festival holiday, channel customers' stockpiling activities came to a near standstill, and storage manufacturers also held a strict control over inventory, leading to relatively subdued overall market transactions. As the post-holiday market gradually returns to normalcy, some core channel customers, due to continuously declining inventory levels, have begun to gradually initiate stockpiling. As sellers, storage manufacturers are affected by long-term channel shortages and significant cost increases, and despite having a certain capacity to meet demand, they are still maintaining control over quantities. This week, prices for channel SSDs and memory modules have seen a substantial overall increase. Low-capacity storage products such as embedded eMMC and industrial SSDs have also shown some pull-up behavior, driving a moderate increase in their prices.