10月24日周五，存储芯片巨头 SanDisk Corp 股价盘中大涨5.47%，创下历史新高。这一显著涨幅主要受益于全球存储芯片市场遭遇"超级周期"，推动主要供应商大幅提价。
据报道，人工智能技术的快速发展引发了内存芯片的"超级周期"。全球主要供应商，包括三星电子和SK海力士，已在第四季度将其DRAM和NAND闪存的价格上调最高达30%。这一价格上涨周期的开启，直接反映了当前市场供需严重失衡的状况。
摩根士丹利的调查显示，受美国云服务客户订单激增的推动，存储芯片生产商对2025年第四季度的DRAM和NAND闪存报价涨幅高达25%。目前，DRAM生产商的库存已骤降至两周以下，NAND闪存库存也回落至长期平均水平之下。分析师预计，新产能追上需求仍需4到6个季度，供应滞后问题将持续存在，这种环境可能会促使客户建立缓冲库存，进一步巩固卖方市场格局。
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