[热闻寻踪]库存见底+AI疯抢，存储芯片涨价疑云：谁有真实产能，谁在画PPT？

Core Insights - The recent surge in storage chip prices is primarily driven by supply-demand imbalance, with AI technology significantly increasing the demand for high-bandwidth memory (HBM) and high-end storage chips [1] - Major suppliers like Samsung and SK Hynix have announced plans to raise contract prices for DRAM and NAND chips by up to 30% in Q4 [1] Industry Overview - The rapid development of AI technology has created a substantial demand for HBM and high-end storage chips, leading manufacturers to shift more capacity towards AI-related products [1] - The inventory levels of DRAM have reached historical lows due to previous production cuts by major storage manufacturers [1] - Traditional electronic products such as smartphones and PCs are also contributing to the increased demand for storage chips [1] Price Trends - According to TrendForce, the spot price of mainstream DDR4 memory chips increased by approximately 9.86% in a single week, while some NAND flash wafer prices surged nearly 28% in the same timeframe [1] Company Responses - Deep Technology (深科技) has indicated that it possesses advanced technology for HBM high-bandwidth storage chips and is closely monitoring industry trends [2] - Jiangbolong (江波龙) has established stable relationships with major storage wafer suppliers, ensuring a resilient supply chain despite market challenges [2] - Beijing Junzheng (北京君正) has adjusted prices for certain customers in response to market conditions and is developing higher-performance products for AI applications [3] - Yunhan Xincheng (云汉芯城) reported that sales from storage chips account for less than 5% of total revenue and profit [4] - Qichuang Data (协创数据) is focusing on NAND Flash and DRAM in its full industry chain layout, while also keeping an eye on HBM technology [5] - Jingce Electronics (精测电子) has aging test equipment for HBM storage chips and has secured repeat orders from leading domestic clients [6] - Dongxin Co. (东芯股份) aims to become a leading domestic storage chip design company, focusing on diverse product offerings and technological innovation [6]