[Storage is brewing a new round of price increases] November 11th, a new round of price increases in the storage market is unfolding in an unsymmetrical way. Recently, many people in the storage industry revealed to reporters that some leading companies have verbally informed channel vendors of their intention to increase the price of enterprise-level particles. The price increase letter has not yet been officially issued, but the channel price has already started to move. The reporter visited agency channels and many agents confirmed the above price increase signals. Hynix agent Mr. Yuan told reporters: "It's rising every day." He observed that the recycling price of second-hand housing has been going up, and it has driven the overall quotation upward; the path of price adjustment is that the provincial government adjusts prices every week, and the agency product prices are passed down, "we will follow the adjustment." However, Samsung agent Li Ming (pseudonym) reminded reporters that this round of price increases is not a general increase in all categories: the price increases are mainly concentrated on the DRAM contract side and the enterprise-level SSD original factory/channel side, and are not a comprehensive increase in consumer-grade NAND. "The majority is still the computing power center, and the demand reported by grassroots is actually average." Since the price increase is first concentrated on the DRAM contract end and the enterprise-level SSD link, when this round of prices are spread from the original factory to the outside world, the first thing to arrive is not the end consumer, but the manufacturing companies and module manufacturers sandwiched in the middle. Li Ming added that these manufacturers are the first recipients of price increases from original manufacturers. They have different positions in the industry chain, and their feelings and pressures are also obviously different. (Blue Whale News reporter Zhai Zhichao)