HP's interim CEO revealed in the latest conference call that due to the continued rise in DRAM and NAND flash chip prices, volatility in the storage chip market is expected to persist throughout the 2026 fiscal year and is highly likely to extend into the 2027 fiscal year.
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This assessment reflects the deep challenges faced by the global semiconductor supply chain. With the surge in data center construction and the soaring demand for smart devices, the supply-demand imbalance of memory chips is reshaping the industry landscape. Industry observers point out that such fluctuations may drive adjustments in the price structure of end electronic products and prompt system manufacturers to accelerate the optimization of their inventory strategies.
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