Memory makers prepare new price hikes, centered on enterprise SSDs
11/11/2026 — 11/11, 22:16·1 sources (all)·1 reports (all)
Key takeaways
- Several Chinese memory makers told Securities Times that official Q4 prices from manufacturers have edged up, mostly for enterprise-grade pa…
Background & analysis
On October 30, TrendForce published a report forecasting that Q4 enterprise SSD contract prices would rise another 15%-20%, as North American customers aggressively chased additional orders and widely accepted price increases. The report also noted that Chinese customers were resisting quotes, citing limited AI-related revenue contribution and tight GPU supply, yet prices still continued to climb amid a tug-of-war, with resistance accumulating. On the afternoon of November 11, A-share memory chip stocks rose broadly. By the close, Puya Semiconductor was up 9.73%, Biwin Storage up 6.95%, Demingli up 6.61%, and Shannon Chip Innovation up 5.54%.
AI-generated from 1 reports · updated 2 days ago
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Chinese memory makers are signaling another round of price increases concentrated in enterprise-grade parts, according to a Securities Times check with domestic suppliers, while consumer products show no clear sign of following. TrendForce expects enterprise SSD contract prices to rise 15%-20% in Q4 as North American customers accept hikes, while Chinese buyers resist amid limited AI revenue and tight GPU supply.
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