Sigmaintell: Storage price increases in 26Q4 show significant divergence; AI computing power alone supports enterprise SSDs, while the consumer side approaches a critical point.

Zhitong Finance APP has learned that Sigmaintell stated in a report that in the fourth quarter of 2026, a noteworthy signal has emerged in the price trend of the memory market: prices are still rising, but the increases across different categories will show significant divergence. Unlike previous broad-based increases across all categories, this quarter's price gains are highly concentrated in AI server-related products, while the momentum of price increases for ordinary consumer-grade memory has clearly weakened, and the focus of the supply-demand game is shifting from "overall shortage" to "structural mismatch."