SanDisk企业级闪存芯片报价或翻倍,股价单日飙涨13%引爆存储板块

智通财经
Jan 10

1月10日,据野村证券,SanDisk(SNDK.US)预计未来几季度服务器级存储需求强劲,可能在本季度将用于企业级固态硬盘的高容量3D NAND存储芯片价格提高一倍。SanDisk股价周五大涨13%,其他存储产品制造商股价亦全线飙升。美光科技(MU.US)上涨5.5%,希捷科技(STX.US)暴涨近7%,西部数据(WDC.US)攀升约7%。

报告补充称,目前尚不清楚此次高容量3D NAND提价将在多大程度上影响用于消费设备的主流闪存报价。

分析指出:"渠道调查显示,多家存储供应商持续推动价格上涨,其中企业级NAND涨幅尤为激进。据称,用于企业级SSD的SanDisk NAND芯片在三月当季价格环比涨幅可能超过100%。"

SanDisk未立即回应置评请求。

报告称,野村证券认为,存储供应商计划上调企业级3D NAND价格,既出于短期供应短缺考虑,也基于中期需求增长预期——这一趋势整体由人工智能推动,特别是AI存储架构的变革。报告提到,英伟达(NVDA.US)基于BlueField-4 DPU、搭载512GB SSD并配备KV缓存的推理上下文存储平台(ICMSP)被列为今年企业存储需求的主要驱动力之一。

本周早些时候曾有报道称,三星电子(SSNLF)和SK海力士计划在第一季度将服务器内存价格最高上调至70%,AI需求的激增正冲击全球供应链格局。

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