[Core Information] NAND Major Sandisk Is Reported To Have Increased Prices By More Than 10%

1. Storage market: SanDisk leads the way, NAND cycle reverses

1. SanDisk price increase core information

• Price increase: Omni-channel, consumer NAND productsGeneral rose more than 10%, new order execution, no traceability
• Reasons for price increase：AI application, data center, client, mobile fieldStrong demand, ensuring high-performance solutions and innovative investment
• Follow-up plan: Evaluate prices regularly,Further adjustments may be expected in the coming quarters
• historical reference: It has increased by 10% in April 2025. This round isThe second major price adjustment this year

2. Industry linkage: major storage manufacturers collectively increase prices

• Micron: DDR4/DDR5/LPDDR4/LPDDR5 quotation suspended in September and resumedRise 20%-30%
• Samsung: Q4 planned DRAM increase15%-30%, NAND rises5%-10%, andDouble supply of NVIDIA GDDR7
• market data: Q3 NAND price index in 2025 **+5%, the single month of September+4.7%；DRAM Q3+19.2%**

3. Supply and demand logic: AI driven + production capacity shrinkage

• demand side：
  • data center16TB+ eSSD urgent order outbreak, dozens of exabyte-level purchases by North American cloud service providers
  • QLC NAND replaces HDD acceleration,64TB+ QLC demand surges
  • Mobile phone peak season stocking + increasing demand for on-device AI storage
• Supply side：
  • Original factoryprofit oriented, strictly control film production and slow down capital expenditures
  • Production capacity directionHBM/GDDR7High-margin products such as these are tilted, and general NAND supply tightens
  • SanDisk and Kioxia joint venture factoryCapacity utilization has not fully recovered

4. Domestic storage: accelerating breakthroughs

• Miaocun Technology:PublishQLC NAND UFS 2.2, self-developed ATM102 main control, covering 128GB–512GB, planning 1TB/2TB
• Yangtze River Storage: 232-layer 3D NAND improves yield and enters mainstream supply chain
• market opportunity: Storage price increase + domestic substitution, domestic module/brand factoryGross profit margin improved significantly

2. Automotive electronics: automotive MCU and software ecological upgrade

1. Infineon: AURIX TC4x software portfolio released

• core products: MC-ISAR AUTOSAR MCAL, SafeTlib security software, CDSP library, data routing software
• Security certification：ISO26262 ASIL D、ISO21434, meeting automotive functional safety requirements
• AI integration: AURIX Drive Core supportADAS/powertrain AI applications
• Ecological integration: Compatible with AUTOSAR / non-AUTOSAR OS, communications, security, virtual machines, etc.,Accelerate product time to market

2. Nexperia: Automotive grade multiplexer

• NMUX27518-Q100: 6 channels 2:1 bidirectional,AEC-Q100 Grade 1, 1.08V–3.63V wide voltage
• Application: ADAS domain control, vehicle host, T-BOX, through qSPIExtended memory

3. AI computing power: simultaneous breakthroughs in video memory and power chips

1. NVIDIA + Samsung: Double GDDR7 production capacity

• Nvidia asks SamsungGDDR7 supply doubled, Samsung urgently expands production,Put into operation in September
• Order sizeTens of billions – trillions of won, the substrate demand alone reaches200 billion won
• Meaning: supportAI server computing power upgrade, HBM+GDDR7 two-wheel drive graphics memory market

2. Nanxin Technology: AI Server LLC SR Controller

• SC3530/SC3531：Industrial-grade high-power LLC synchronous rectification controller
• Core advantages: Adaptive on-off, dual-channel drive,Nanosecond shutdown, satisfyCoC V5/DoE VIHighest energy efficiency
• Application: AI server power supply, industrial power supply, communication base station, energy storage

4. Power and power supply: Domestic industrial-grade chips are implemented

1. Awinic Electronics: 30V wide voltage linear regulator

• AWP3778L05: 30V input, 5V output, SOT89-3 package
• protection function:SCP, OTP, OCP, adaptationHair dryer, motoretc. Industrial/Small Home Appliances Scenes

2. China Resources Microelectronics: Chongqing 12-inch power line reaches full production

• in advance1.5 yearsAchieve monthly output30,000 piecesTarget, accounting for Chongqing’s built power capacityhalf of the country
• builtThe entire industry chain of automotive-grade power semiconductors, helping Chongqing rank among the top three in the country

5. Summary of industry trends

1. storage cycle reversal: SanDisk leads the NAND rally, and major manufacturers follow suit collectively.AI + data centerDriving supply and demand reversal, storage prices Q4–2026Continued upward trend
2. AI computing power core: GDDR7/HBM demand explodes, power supply chipsHigh voltage, high power, high energy efficiencyUpgrade, domestic substitution accelerates
3. Automotive Electronics Long Cycle：Automotive MCU20-year guarantee, The security software ecosystem is perfect,Intelligence + functional safetybecome core competitiveness
4. Domestic substitution deepens: Storage, power, and analog chips are inIndustrial / Automotive / AIBreakthroughs in the field, improved independent controllability of the industrial chain