Institution: The growth rate of storage products in the third quarter of 2026 will slow down.

On March 27, it was learned from the CFMS|MemoryS 2026 Flash Memory Industry Summit that the prices of storage products have experienced a significant increase for three consecutive quarters. It is expected that the rate of increase will slow down starting from the third quarter of 2026, gradually converging, with some specific product lines experiencing a certain level of differentiation in prices. For customers, locking in storage capacity is more important than locking in prices. Compared to the booming AI market, the consumer market represented by smartphones is entering a period of agony, with costs rapidly rising. It is predicted that sales volume will decrease by approximately 10%, with some smartphones experiencing a maximum decrease of up to 30%.