Industry News3d nandenterprise ssdsandiskprice increases
SanDisk Hikes Enterprise 3D NAND Prices
5.1
SanDisk is on track to double prices for its high-capacity 3D NAND used in enterprise SSDs this quarter, Nomura Securities reported, citing channel checks in the March period. The note says enterprise-grade NAND faces aggressive increases—SanDisk’s enterprise NAND could rise by more than 100% quarter-over-quarter—and higher enterprise prices may ultimately push mainstream smartphone and PC flash quotes upward.
Key Points
- 1Reports indicate SanDisk targets more than 100% quarter-over-quarter price increase for enterprise-grade 3D NAND
- 2Nomura channel checks show several suppliers pushing enterprise NAND prices higher amid strong server demand
- 3Potentially drives mainstream smartphone and PC flash prices upward since chips are produced at same fabs
Scoring Rationale
Moderate industry impact from reported >100% enterprise 3D NAND price rise, limited by single-source analyst note and sparse details.
Sources
Public references used for this report.
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