双11内存、硬盘涨疯了，都怪AI吃掉了太多存储？

Core Viewpoint - The storage hardware market has experienced a significant price surge over the past two months, driven primarily by increased demand from the AI industry and reduced production from major flash memory manufacturers [1][4][5]. Group 1: Price Changes - Prices for various storage hardware, including DDR4 and DDR5 memory, have more than doubled compared to last year, with a specific example showing a rise from 343 yuan to 759 yuan for a pair of 16GB DDR4 memory sticks [1][4]. - The last time PC memory prices were at such levels was around 2021, after which prices had been on a downward trend until 2024 [4][5]. Group 2: Market Dynamics - Major flash memory manufacturers like Micron, Samsung, and SK Hynix have been reducing production of consumer-grade flash memory chips since last year, leading to a decrease in supply [5][7]. - Despite the entry of domestic manufacturers into the flash memory market, their output remains a small fraction of global supply, with the major players still dominating the market [5][7]. Group 3: AI Demand Impact - The AI industry's demand for storage has surged, with global data centers expected to see a capacity growth rate of approximately 17.7% in 2025, translating to around 100 ZB of data storage [7][9]. - This increased demand for storage solutions has also led to a rise in prices for mechanical hard drives, which have increased by about 20% to 30% [9]. Group 4: Consumer Recommendations - For consumers looking to purchase memory and storage, it is suggested to consider second-hand products or wait for potential price corrections, especially for DDR4 memory [10][12]. - The recommendation for those needing additional storage is to explore alternatives like cloud storage services instead of purchasing high-priced mechanical hard drives [12][13]. Group 5: Future Outlook - The storage market is unlikely to see significant price corrections in the near term, with the next potential adjustment expected in the second half of 2026 [15].