Although the price of related resources was somewhat relaxed due to the monetization actions of individual traders last week, the price of trade-side resources was rapidly raised again a few days later. Judging from the NAND resources recently released by the original manufacturer, the price of a Flash Wafer with a capacity of 512 Gb or more has reached two to three times that of the same period in the third quarter. Short-term, individual trade behavior has not changed the trend of resource prices continuing to break through upward. Since the fourth quarter, storage vendors have continuously raised finished storage products in various applications to ease the pressure on production costs brought about by rising resource prices. However, storage products, which are generally doubling in price, are continuously shrinking the demand side's carrying space, and only a few customers with urgent inventory needs have to accept high prices. In the short term, apart from the fact that the industry market still has a small number of express orders for DDR4 memory cards to support rising prices, most finished storage products are weak and trading sideways at a high level. And as storage vendors gradually accept high-priced resources, the pressure on related resources and finished products will continue to increase.

Although the price of related resources was somewhat relaxed due to the monetization actions of individual traders last week, the price of trade-side resources was rapidly raised again a few days later. Judging from the NAND resources recently released by the original manufacturer, the price of a Flash Wafer with a capacity of 512 Gb or more has reached two to three times that of the same period in the third quarter. Short-term, individual trade behavior has not changed the trend of resource prices continuing to break through upward. Since the fourth quarter, storage vendors have continuously raised finished storage products in various applications to ease the pressure on production costs brought about by rising resource prices. However, storage products, which are generally doubling in price, are continuously shrinking the demand side's carrying space, and only a few customers with urgent inventory needs have to accept high prices. In the short term, apart from the fact that the industry market still has a small number of express orders for DDR4 memory cards to support rising prices, most finished storage products are weak and trading sideways at a high level. And as storage vendors gradually accept high-priced resources, the pressure on related resources and finished products will continue to increase.