[SMM Tin Express: Daily Storage Market News Update]

Published: Jan 21, 2026 11:45

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1. The continuous rise in upstream NAND prices has prompted storage producers to strengthen cost control efforts, with most finished product prices breaking through previous highs.

2. AI storage demand is being reassessed, with U.S. chip stocks such as Micron, SanDisk, and Seagate hitting new highs overnight.

3. Samsung and SK Hynix are cutting NAND flash production to improve profitability.

4. Lee Jae-myung stated that U.S. tariffs on chips could lead to inflation in the United States.

5. Elon Musk announced that Tesla has restarted the Dojo 3 chip project, which will be used for AI computing in space.

6. TSMC is increasing investment in advanced packaging, as Apple's A20 chip may adopt WMCM.

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