Economic Observation Network According to South Korean media reports, Samsung Electronics has completed negotiations on DRAM prices for the second quarter, with contract prices increasing by approximately 30% compared to the first quarter. If we use the price at the beginning of 2025 as the benchmark, after two rounds of price increases, the supply price in the second quarter has reached 2.6 times the benchmark price Wanlian Securities pointed out that driven by the demand for computing infrastructure and AI cloud, AI servers have strong demand for DRAM and HBM, and original factory supply is tightening, actively promoting contract price increases The Goldman Sachs report further points out that the global memory market will face the most severe supply shortage in 15 years in 2026, with a significant widening gap in DRAM supply and demand The industry price increase cycle brings performance elasticity to storage vendors such as Baiwei Storage.

Current situation of industry policies
On the news front, SanDisk has started building an ecosystem of high bandwidth flash memory (HBF) prototype production lines, with plans to achieve commercialization by 2027, driving the expected increase in storage chip technology iteration SanDisk's stock price has risen by over 2900% in the past year and has been included in the Nasdaq 100 index, further boosting sentiment in the storage sector ?

Recent events of concern
It should be noted that Baiwei Storage is currently in a critical period for its IPO on the Hong Kong stock market and is facing patent litigation disputes recently. Emtel has initiated two lawsuits for infringement of its invention patent rights, with a total claim of 50 million yuan The company's announcement states that the lawsuit will not affect its ability to sustain supply and is not expected to have a significant adverse impact on profits, but intellectual property disputes may become a potential variable for IPO review ?

The above content is based on publicly available information and does not constitute investment advice.