Some channel customers regain stocking momentum; SSDs and memory modules see significant price increases across the board.

Golden Ten Data reported on March 11 that last month coincided with the Spring Festival holiday, during which channel clients almost completely halted stocking, and storage manufacturers also maintained a strict supply control approach, resulting in relatively flat overall market transactions. As the market gradually returns to normal after the holiday, some core channel clients, whose inventory levels have continued to decline, have begun to resume stocking one after another. Storage manufacturers, as sellers, are still maintaining supply control in the face of certain demand resilience, affected by long-term shortages of channel resources and significant cost increases. This week, prices for channel SSDs and memory modules have risen sharply across the board. There has also been some stocking activity for low-capacity storage products such as embedded eMMC and industrial SSDs, leading to a moderate increase in their prices.