Armored Man, Western Digital pollution loss of 6.5EB flash SSD manufacturers immediately changed face: prices rose by 15%

The original expectation of global flash memory chips in the first half of this year is still a bear market, and the price will fall, but the pollution incident of the Armor Man and Western Number Japanese factories may become a black swan, changing the trend of the flash memory and SSD market, and the previous few days also said that the unaffected manufacturers are reported to have begun to increase prices by 15%.

According to Taiwan media reports, the flash memory production capacity of Jiaoxia and Xishu accounts for more than 32% of the total of the global NAND chip market, directly approaching the leading Samsung, and related events have triggered market panic, and there has been news that Qunlian raised the module quotation by 15% for the first time, and other manufacturers suspended the quotation.

For the price increase rumors, Qunlian did not respond, emphasizing that the company and Jiaoxia have signed a long-term supply contract, and also signed a long-term supply contract with other major NAND suppliers, so the supply is not worried, and there is no impact on the source of Qunlian materials.

Previously, the news said that the flash memory loss given by Western Digital is 6.5EB, but this is certainly not all the loss, there are analyses that counting the part of the flash memory loss of the armored man, the total amount of flash memory chips affected is about 16EB, equivalent to about 10% of the global market consumption in one quarter, nand flash memory prices will inevitably rise, further adding firewood to the recent supply shortage caused by the rising trend of part prices.