Co-creation data: DDR in storage is very short, the recent offer has been increased by 30% and accepted

36Kr learned that Xiechuang Data released an investor relations activity record. Regarding the storage business, (1) DDR: Very short supply, due to HBM occupying a large amount of capacity, the price increase trend will remain unchanged for at least 3 years. The recent price has increased by 30% and has been accepted. (2) Flash: Relatively weak, expansion is relatively easy (SanDisk, Kioxia, Yangtze Memory). The insufficient supply of HBM has led to weak demand, and consumer Flash has reduced prices. (3) HDD: Stable to strong, Seagate and Western Digital insist on not expanding production (worried about oversupply after expansion), but due to the rigid demand for cold/warm data storage, the price is firm and steadily rising.

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