Storage Chip Price Surge Returns! Behind the Over-40% Price Hike, a Golden Window for Domestic Substitution Emerges

2025-11-24 16:22:30 1100

The storage chip market is heating up again, with prices soaring relentlessly. Reports indicate that order backlogs at major storage chip manufacturers are full, with capacity utilization maxed out. Price hikes for some product categories have even exceeded 40%, creating a tense situation of "chips in short supply" in the market.

I. Relentless Price Hikes: Why is the Market So Frenzied?

This round of sharp price increases for storage chips is primarily driven by two core factors:

International Giants "Controlling Supply" and Reducing Production: To reverse market prices, international storage giants like Micron and Samsung have once again demonstrated a high level of "tacit understanding," collectively adjusting production capacity strategies. By artificially constricting supply to boost prices, they aim to restore profits.
High-End Capacity Squeezing Out Traditional Supply: With exploding demand from AI servers and high-performance computing, major manufacturers are shifting capacity towards high-end product lines like HBM (High Bandwidth Memory) and 3D NAND. This further squeezes production capacity for already tight general-purpose storage chips (e.g., DDR4, eMMC), continuously widening the supply-demand gap.

II. Chain Reaction: Who Benefits and Who Suffers?

This price surge has triggered noticeable ripple effects:

Profit Recovery for Upstream Giants: International semiconductor giants, who hold pricing power, become the most direct beneficiaries, with profit margins expected to recover rapidly.
Significant Pressure on Midstream and Downstream Enterprises: For midstream and downstream companies like module manufacturers and end-device makers, rapidly rising chip costs severely squeeze profit margins, with many stating they are "under tremendous pressure."
End Consumers Likely to Foot the Bill: Cost pressures will inevitably be passed on to the consumer end, meaning electronic products like smartphones, computers, and SSDs may face a wave of price increases.

III. Opportunity in Crisis: A Timely Moment for Domestic Substitution

Although the price surge brings short-term pain to the industry chain, it also creates a rare strategic opportunity period for domestic storage chip companies.

Against the backdrop of international manufacturers proactively reducing production and leading price hikes, a gap in market demand has appeared, providing an ideal window for domestic chips to enter the market. If domestic enterprises can leverage this momentum to make breakthroughs in technology maturity, product stability, and production scale, and respond quickly to the market, they are expected to further increase their market share, gain customer trust, and truly accelerate the breakthrough in "domestic substitution" in the high-end storage field.

Conclusion

This round of storage chip price increases is both a result of industry cyclical fluctuations and a prelude to the reshaping of the market landscape. For domestic storage enterprises, it is not only a test of technology, capacity, and supply chain but also a historic opportunity to achieve industrial upgrading and market breakthroughs. The opportunity window is now open. Seizing it will test the wisdom and determination of the entire domestic chip industry.

Tags:#Industry Hot Topics#Memory Chip#Semiconductor

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