Several storage industry sources say some leading chipmakers have verbally told
channel partners they intend to raise prices on enterprise-grade memory die;
formal notices have not been issued but channel prices have already moved up.
Distributors report second‑hand buyback prices rising, lifting overall quotes,
with provincial agents adjusting prices weekly and passing changes down the
chain. Sources say the increases are concentrated in DRAM contract allocations
and enterprise SSDs at OEM/channel levels rather than across consumer NAND;
demand is centered on data‑centre compute while grassroots demand remains weak.
Because the hikes originate at chipmakers, the first pass‑through will hit OEMs
and module makers, not end consumers.
