Will storage costs surge? According to the latest research report from Nomura Securities, a well-known storage manufacturer plans to significantly raise prices for the core NAND Flash chips used in enterprise SSDs in Q1 2026, with a possible quarter-over-quarter increase of over 100%—in other words, a doubling.
Once this price adjustment takes effect, it will inevitably ripple through the entire industry chain. The costs of cloud services, data centers, and enterprise storage solutions will all rise accordingly. The heat in the storage market is likely to intensify further.
From the supply side, factors such as chip capacity, raw material costs, and market competition are all changing, and such price adjustments seem to be within expectations. For end users and procurement parties, it’s time to plan and budget in advance.
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SmartContractPlumber
· 01-12 14:10
Doubling? Here we go again. Where's the promised full competition? The smell of oligopoly is getting stronger and stronger.
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UnluckyLemur
· 01-12 10:46
Here we go again? This time it's the storage chips doubling in price. It seems the market has always reached a consensus on price hikes.
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AirdropHunter420
· 01-12 04:58
Here comes another round of harvesting the little guys? Doubling directly in 2026, who can withstand this deal?
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ProveMyZK
· 01-11 10:53
Doubling? Here we go again, the chip manufacturers really know how to play.
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MetaverseLandlord
· 01-11 10:49
Another wave of rug pulls? Wait until 2026 to act; it should have been hot long ago.
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Doubling? These people really dare to think that, cloud providers might as well just send bills directly to users.
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Expected? That means it was calculated long ago, just waiting to harvest.
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When storage chips' prices rise, the whole chain has to follow suit. I've seen this happen too many times.
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2026 is still far away, and who knows what variables might come up in the meantime. Don't rush to get trapped.
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The core issue is whether there are alternative solutions. If not, just wait to be slaughtered.
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Planning ahead? Now's the time to stock up, everyone.
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When supply tightens, prices go up—that's in their DNA.
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A 100% increase is indeed outrageous, but believing in Nomura Securities' words is also quite crazy.
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Cloud service providers have already prepared price hike plans for this round of adjustments; in the end, we still have to pay.
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AirdropBuffet
· 01-11 10:35
Here comes the usual pump and dump? 2026 is not even here yet, I've heard this spiel too many times.
It was about time to stock up, and now it's too late to regret haha.
Cloud providers will definitely raise prices again. Where's the promised cost reduction and efficiency improvement?
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BearMarketMonk
· 01-11 10:34
Doubling? Ha, it's just another cycle repeating. No matter how smooth the story on the supply side is told, at its core, it's still market sentiment causing the chaos.
Budget planning? Just wait. When it should decrease, it will decrease. History never follows a script.
Such "advance planning" advice is often self-hypnosis by survivors.
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nft_widow
· 01-11 10:34
Here comes the harvest again. People are already speculating about 2026. I'm very familiar with the tricks of chip manufacturers.
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token_therapist
· 01-11 10:31
Doubling? Now the cloud service providers will be crying. In the end, it's still the users who pay the price.
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GasFeeVictim
· 01-11 10:31
Getting cut again, it's not even 2026 yet and I'm already panicking. Cloud providers will definitely raise prices secretly again this time.
Will storage costs surge? According to the latest research report from Nomura Securities, a well-known storage manufacturer plans to significantly raise prices for the core NAND Flash chips used in enterprise SSDs in Q1 2026, with a possible quarter-over-quarter increase of over 100%—in other words, a doubling.
Once this price adjustment takes effect, it will inevitably ripple through the entire industry chain. The costs of cloud services, data centers, and enterprise storage solutions will all rise accordingly. The heat in the storage market is likely to intensify further.
From the supply side, factors such as chip capacity, raw material costs, and market competition are all changing, and such price adjustments seem to be within expectations. For end users and procurement parties, it’s time to plan and budget in advance.