[Core Information] Sandisk Announced A 50% Price Increase, And Module Manufacturers Followed Suit And Suspended Shipments.

1. SanDisk NAND contract prices soared 50%, and module manufacturers collectively stopped orders

• SanDiskThe NAND flash contract price will beIncrease by 50%, far exceeding the previous market expectations of 5%-10%.
• Transcend, Innodisk, Apacer and many other module factoriesSuspend quotations and shipments, reassessing costs.
• Transcend has suspended orders since November 7, calling the current shortage the worst in 30 years.
• Samsung has previously suspended DDR5 contract quotations, and the spot price will be within one week.Soared 25%。

2. Phison CEO: Storage market is a once-in-a-lifetime experience

• Phison Q3 revenueNT$18.137 billion, gross profitNT$5.8 billion, both hitting record highs.
• CEO Pan Jiancheng said:The AI-driven storage market is unprecedented and may only happen once in a lifetime。
• NAND original manufacturers generally increase prices50%-75%, 1Tb TLC rose from $4.8 in July to $10.7 in November.
• Phison master controls shipmentsYear-on-year + 380%, month-on-month + 72%, production capacity is tilted towards enterprise/industrial/embedded.

3. Texas Instruments Malaysia’s second packaging and testing plant TIEM2 opened

• TI launches in MalaccaTIEM2, covering an area of 900,000 square feet, and when connected to the old factory, the total area is1.4 million square feet。
• Fully automated, annual processingBillionsAnalog/embedded chips.
• Goal: Achieved by 203090% of packaging and testing business internalized, strengthen supply chain control.

4. Yingtang Intelligent Control acquires Guanglong Integration and Aojian Microelectronics

• Planned to acquire shares + cashGuanglong Integration 100%,** 80%** equity of Aojian Microelectronics.
• Guanglong Integration: Optical switches, OCS optical switches and other passive optical components.
• Aojian Microelectronics: Power management and signal chain analog chips.
• Stock price after resumption of tradingOne-word daily limit (+19.96%), accelerating the transformation to semiconductor IDM.

5. Montage Technology launches 9200 MT/s DDR5 clock driver

• New product support9200 MT/s, providing critical support for the next generation of PCs/laptops/workstations.
• self-researchLow jitter clock architecture, improve synchronization accuracy and signal integrity.
• Supports mainstream DDR5 modules such as CUDIMM/CSODIMM/CAMM.
• HaveSoftware configurable power management, close idle channels to reduce power consumption.

6. GlobalFoundries obtains TSMC 650V/80V GaN technology license

• GlobalFoundries acquires TSMC **650V (data center/industrial)with80V (automotive)** Gallium Nitride technology licensed.
• Imported in Vermont factory,Development in early 2026, mass production by the end of 2026。
• Fill the domestic GaN production capacity in the United States and serve the data center, automobile, and industrial power supply markets.

Industry core signals

1. Storage super cycle established: AI devours production capacity, original manufacturers control prices, and price increases will continue until at least the end of 2026.
2. Supply chain restructuring accelerates: IDM expands production, integrates mergers and acquisitions, and licenses technology in parallel to strengthen independence and controllability.
3. AI and car-standard two-wheel drive: High-end storage, power devices, and analog chips have become the main lines of growth.