Union Consulting: Changes in the international situation are driving the tide of shipping goods, it is expected that the price increase of storage memory contracts in Q2 will expand.

According to the latest survey by TrendForce, recent changes in the international situation have effectively changed the storage supply and demand operation strategies. Wu Yating, Senior Research Vice President of TrendForce, stated that due to both buyers and sellers eager to complete transactions and boost production shipments to cope with future market uncertainties, it is expected that the trading momentum in the storage market in the second quarter will increase. Due to concerns about the uncertain future international situation, the purchasing side generally adheres to a strategy of "reducing uncertainties and establishing safety stock" and actively increasing the inventory levels of DRAM and NAND Flash. TrendForce stated that due to the positive stockpiling trend, the contract prices of DRAM and NAND Flash in the second quarter have increased more than originally expected. However, the momentum of this increase may be limited to the second quarter, mainly coming from American brands and manufacturers with export demand. The direction of the subsequent international situation will become the most important indicator for observing supply and demand and price changes in the storage market in the second half of the year.