存储芯片 “超级周期” 加速：三星、SK海力士双双涨价30%，有客户锁定2-3年长协

Core Insights - The memory "super cycle" driven by artificial intelligence (AI) is accelerating, leading major global suppliers to significantly raise prices and prompting customers to secure long-term supply contracts to mitigate increasing shortage risks [1][2] Group 1: Price Increases and Supply Contracts - Samsung Electronics and SK Hynix have raised prices for DRAM and NAND flash by up to 30% in Q4, reflecting a direct response to the current supply-demand imbalance [1] - Major clients, including U.S. electronics companies and data center operators, are negotiating long-term supply contracts of 2 to 3 years with Samsung and SK Hynix to ensure supply stability amid growing concerns over shortages [2] Group 2: Supply Shortages and Market Dynamics - The AI-driven supply shortage is expected to last longer and be more intense than previous cycles, with analysts predicting a duration of three to four years due to factors such as significant new investments in AI servers and ongoing memory upgrades in general servers [1][3] - The shift in procurement strategies is evident as companies are moving from flexible quarterly or annual DRAM contracts to securing additional supply in advance due to anticipated shortages [2] Group 3: Demand Drivers - The current memory super cycle is characterized by broad-based demand growth, driven by substantial investments in AI servers, memory upgrades for general servers to support AI applications, and the proliferation of "edge AI" features in smartphones and PCs [3] - As AI investment shifts focus from large-scale data training to inference applications, the demand for general DRAM is rising, exacerbating the supply-demand imbalance in the DRAM market [3]