2026-01-13 13:29:52

The storage chip industry is迎来 a new round of challenges. Several leading chip manufacturers expect that the storage shortage may persist until around 2028. According to industry insiders, the reason for the prolonged shortage cycle is mainly due to the complexity of expanding wafer fabs and process certification—new capacity deployment is not an overnight matter.

In terms of prices, two consecutive years of price increases are basically a certainty. There are reports that a major storage manufacturer may raise prices by up to 100% in the first quarter and is also demanding full cash prepayment from customers. Major clients like Google have already accepted these conditions.

What does this mean for hardware-dependent applications and cost-sensitive industries? Procurement costs will rise significantly, and pricing pressure will follow. In the short term, this pattern is basically set.

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GetRichLeek

· 01-13 14:00

Not until 2028 for relief? Damn, this wave of the big players is going to wipe us out. A 100% increase would directly wipe out my mining machine cost budget.

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ForumMiningMaster

· 01-13 13:59

Will it only ease in 2028? That’s going to be so painful. Chip manufacturers are in a golden era of easy profits.

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NotGonnaMakeIt

· 01-13 13:51

2028? Bro, how dark is it going to get? Chip manufacturers are really ruthless this time.

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ParallelChainMaxi

· 01-13 13:47

Will it only ease in 2028? How crazy is this cycle, the chip factory folks are really slow to move The chip shortage is really screwing over small businesses like ours, a 100% price increase—who do they think they're playing with? It feels like on-chain storage solutions are about to take off; centralized hardware bottlenecks are too harsh Two-year price hikes are a done deal, retail investors and small companies might as well wait to die, only big factories get the profits This wave of price increases has directly pushed cost-sensitive industries out; who can withstand this? Once the prepayment system is in place, small factories are out of business, monopolies are solidified It's just a chip shortage, yet Ethereum sharding still relies on storage to go live

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HodlKumamon

· 01-13 13:30

2028? After calculating,熊熊 figures that TM will have to grit their teeth and hold on for 5 years. The current cost of building positions will increase by 100%... --- Google has even compromised, indicating that this round is non-negotiable. Chips have truly become a necessity. --- Once the price increase cycle is set, downstream companies will have to collectively eat the cost. I find this data quite painful to look at. --- The expansion cycle of wafer fab capacity is so long? Is the industry really that bottlenecked... --- With two consecutive years of price increases already decided, prepayment in cash is also required. This pattern is forcing small and medium manufacturers to the brink.

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