Storage chip shortage is exacerbating the supply-demand imbalance. Wedbush predicts that prices of some products will rise by over 100%.

According to the latest report from Wedbush, driven by a surge in demand and tight supply, prices of some storage products are expected to increase by over 100%. Analysts at Wedbush stated in the report released on Monday that prices of DRAM and NAND storage are rapidly rising, with expectations that by the first half of 2026, prices will increase by "three digits" compared to the fourth quarter of 2025. Specifically, DRAM prices are projected to increase by 130% to 150%, with NAND prices approaching this level, indicating that the storage market is entering a new cycle of strong growth.