[Storage Market Faces Price Surge: DRAM, NAND Supply Tightens, AI Demand Drives Industry Expansion] BlockBeats News, August 4th, the storage market continues to heat up, with multiple institutions predicting that DRAM and NAND prices will keep rising due to tight supply and AI computing power demand. SK Hynix and SanDisk have released the first high-bandwidth flash memory (HBF) standard specification, driving the development of new storage technologies. Meanwhile, the average price of single-layer NAND products in Korea rose 35% month-on-month in July, hitting a record high. TrendForce predicts that due to supply shortages, PC DRAM fixed transaction prices in the third quarter of 2026 may increase by 15% to 20% quarter-on-quarter. Additionally, reports indicate that the world's three major storage manufacturers have completed capacity allocation negotiations for the full year of 2027, with DRAM and HBM production capacity essentially sold out. On the industry chain side, Samsung Electronics' wafer foundry business is expected to achieve 100% capacity utilization within the year. Counterpoint data shows that Samsung Electronics is expanding its market share advantage in DRAM, while competition between Micron and SK Hynix intensifies. In the terminal market, tight memory supply has already impacted the availability of consumer electronics products. Reports suggest that the MacBook Air is experiencing supply shortages due to memory constraints. Furthermore, Korea's AI chip unicorn DeepX is reportedly seeing its valuation soar fourfold to 3.14 trillion Korean won, highlighting the continued surge in interest in the AI chip and storage industry chain.