In the first quarter,Samsung Electronics increased the supply price of NAND flash memory to more than twice the original price.Driven by the popularity of artificial intelligence applications,the market demand for NAND storage devices has surged,and the supply side has failed to follow up synchronously,resulting in an obvious imbalance between supply and demand.The industry expects that the shortage of NAND flash memory and rising prices will continue in the near future.
 

 

　　It is reported that Samsung completed the contract signing with major customers at the end of last year and implemented the new price from January this year.Previously,the contract price of DRAM has risen by nearly 70%,and now NAND flash memory has followed suit with a sharp price adjustment.
 

 

　　The price surge is mainly due to the imbalance between supply and demand.On the demand side,with the expansion of AI infrastructure investment,the demand for enterprise-level solid-state drives(eSSD)has increased significantly;At the same time,the development of end-side AI(On-device AI)drives the rapid growth of demand for high-performance and large-capacity storage for smartphones and PCs.
 

 

　　The supply side continues to be limited.In the past year,the NAND flash memory industry did not carry out large-scale capacity expansion,and the actual supply growth was limited due to factors such as technology conversion.Samsung is also cautious in NAND investment,and industry analysis believes that there is little room for its shipment growth.
 

 

　　The market predicts that the price of NAND flash memory will continue to rise in the second quarter.