Baiwei Storage: Currently, the storage industry prices have stabilized and started to rise. From the current point of view, the overall economic situation is expected to continue.

Recently, Baiwei Storage stated at the 2025 semi-annual performance exchange meeting that in the first quarter of 2025, storage companies such as SanDisk, Changcun, and Micron have already issued price increase letters, and prices of individual products have stabilized and risen. After reducing production and clearing inventory in the first half of the year, the NAND supply and demand imbalance situation has significantly improved. As for DRAM, due to Samsung, Micron, and SK Hynix focusing their business on high-end products such as HBM, there have been continuous reductions in the supply of DDR4 and Mobile LPDDR4X, leading to product shortages and price increases. Currently, the storage industry prices have stabilized and risen, coupled with the procurement momentum of the traditional peak season and the strong demand for emerging applications such as AI glasses. From the current point of view, the prosperity of the industry will continue.