Recently, the originally bearish SSD market has once again seen a black swan event, that is, the joint venture flash memory factory of Armor man and Western Digital has been polluted, resulting in a loss of about 6.5 EB of flash memory.
It should be known that Toshiba and Jiaoxia jointly occupy more than 32% of the global flash memory market, and after the pollution incident was exposed, it quickly triggered market fluctuations, and the secondary assembly plant led by Qunlian increased the price by 15% in a low-key manner, and the price of solid-state drives may be a foregone conclusion within the year.
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.
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