The 55% increase is just the beginning, SSD and other storage prices have continued to increase for 2 years

According to foreign media reports on December 22, the performance report of storage giant Micron showed that as of November 30, revenue was US$4.73 billion, which was better than the market estimate of US$4.58 billion, an annual increase of 16%; net loss was 1.23 billion US dollars. billion, which was narrower than the net loss of US$1.43 billion in the same period last year, and the net loss per share was US$0.95.

Subsequently, the company's estimate rose by 9%. In the view of the capital market, the storage price increase expectations have begun to be realized, and the relevant company's earnings have begun to be reflected in the performance.

Micron CEO Merota believes that product quotations will rebound next year and the increase will continue into 2025, indicating that demand for data centers is helping to offset the slow recovery of the PC and smartphone markets.

In the view of many storage companies, 2024 will be the year when the storage industry rebounds, and Micron will return to the road to record levels in 2025.

A report from the research organization TrendForce stated that memory chips will see price increases again, and the increase is expected to expand to 18~23%.

The report pointed out that the prices of mobile device DRAM and NAND (eMMC, UFS) memory chips will further rise in the future, and the month-on-month increase will expand to 18~23% in the first quarter of 2024. At the same time, the possibility of further price increases caused by panic purchasing cannot be ruled out. sex.