2026-01-12 08:23:04

Recently, the storage chip market has once again made a big splash. According to reports from multiple industry media outlets and investment institutions, leading storage solution providers are implementing an unprecedented procurement model—customers must pay full cash prepayments to lock in supply quotas for the next 1 to 3 years. This move directly reflects the current tightness of the chip market.

More notably, the company plans to adjust the price of high-capacity 3D NAND flash memory chips for enterprise-level solid-state drives in March, with an expected increase of over 100%. This will definitely be a shock to the entire supply chain ecosystem.

Which companies might experience chain reactions from this price hike? Storage-related manufacturers such as Demingli, Jiangbolong, Shannon Chip Innovation, and Puran Co., Ltd. are all part of this industry chain. Once upstream costs rise significantly, downstream pressures will also be transmitted. The future trend of this market movement is worth continuous monitoring.

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MetaverseVagabond

· 14h ago

The chips are starting to play tricks again, only prepaying in cash can lock in the quantity? This is getting urgent ``` ``` 100% increase? Downstream companies are going to cry, this wave probably needs a complete reset ``` ``` What will Jiang Bolong and others do? Feeling a lot of pressure ``` ``` Is the era of stockpiling coming? Feels like this time is different ``` ``` It's the usual pattern of upstream eating meat and downstream drinking soup ``` ``` Starting from March? Should I buy now or wait and see ``` ``` The entire industry chain has to go crazy together

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LiquidityWizard

· 14h ago

100%+ price hike on nand in march? lmao actually that's just margin compression with extra steps... theoretically speaking the cash prepayment scheme is basically a liquidity extraction mechanism disguised as "supply security" tbh

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FundingMartyr

· 14h ago

Is the chip price going to rise again? Truly incredible, now even prepayments need to be fully paid upfront. --- Full cash lock quota? That’s a bit harsh, indicating that the supply is really tight. --- A 100% increase... downstream manufacturers must be crying. Who can withstand this wave? --- Jiangbolong and other storage manufacturers have long been at the forefront, and now it’s even worse. --- Prepayment for 1 to 3 years of supply... it doesn’t seem like a shortage, more like cashing out. --- Whenever upstream moves, the entire chain trembles, a familiar scenario. --- A price increase of over 100%? That’s outrageous, depends on who’s paying the bill. --- Once the prepayment model is implemented, it’s clear the supply chain will explode. --- It’s just a chip shortage, everyone is choking each other. --- Downstream companies need to stock up quickly, or they’ll suffer even more.

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pvt_key_collector

· 14h ago

Is full prepayment the only way to lock in orders now? This trick is quite clever, the chip manufacturers are really taking control of the narrative. --- Wait, a surge of over 100%? Who can withstand that? Downstream manufacturers are probably about to cry. --- Demingli and others are going to eat dirt with this round. An upstream price increase is immediately passed down, and the entire industry chain is cut once again. --- Damn, are they stockpiling again? Full prepayment is a ruthless move, afraid that the goods will run out, right? --- The price bomb from March—if you don’t place an order now, you'll be even more passive later. Chip manufacturers have made the initiative clear. --- This is the cost of shortages. Whoever controls the market discourse is the boss. Now it’s the chip manufacturers’ turn to shine. --- The entire industry chain feels hijacked. Jiang Bolong and others need to find ways to transfer costs downstream.

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RektDetective

· 14h ago

The chip manufacturers are really playing hard this time, only allocating quotas for full prepayment... Are they trying to choke the downstream companies to death? Suddenly a 100% increase? I just laughed. Isn't this obviously a harvest? Deminli's probably gonna get pressed to the ground and rubbed again. This market trend really needs to be watched closely; it feels like there's still hope. Using this kind of model is just ridiculous, it feels like the entire supply chain is being fleece. Wait, if upstream is so ruthless, how can downstream survive? They will definitely have to pass on the costs again. A 100% increase... who can handle that? Downstream companies are now at a disadvantage. Honestly, this kind of forced prepayment model is a bit excessive. Are chip manufacturers having an easier time now? It feels like market dominance has completely tilted. The price hike wave is coming together, and the chain reaction is definitely happening.

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MerkleDreamer

· 14h ago

Damn, 100% increase? This is going to blow up the entire industry chain... Cash prepayment is the only way to lock in supply, and this move is really clever. Basically, it's squeezing cash flow-weak companies. Those small downstream manufacturers are going to cry; when costs go up, they simply can't pass them on...

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