The storage chip market has recently gotten a bit out of control.

A module manufacturer revealed that how severe is the NAND flash memory shortage now? Many industry peers only have enough inventory to last until the first quarter of next year, and starting from March, some manufacturers will face the dilemma of no stock to deliver. Even more exaggerated, a leading manufacturer recently saw its single-month报价 directly surge by nearly 50%—this speed has caused downstream module manufacturers to panic.

Why the panic? Because before receiving the goods, the manufacturer might adjust the price again. When that happens, who will bear the cost? Many manufacturers are now simply adopting floating报价 to accept orders, directly shifting the risk to downstream. Industry experts generally expect that after the second quarter, shortages will become the norm across the entire industry.

The supply chain is tightening more and more.