Core Insights - The price of storage chips has been continuously rising since October, with several storage-related stocks doubling in value [1] - Recent visits to the Huaqiangbei electronics market in Shenzhen revealed that the price of DDR memory modules has doubled in the past two weeks, with some stores experiencing a 33% drop in computer assembly volume due to rising prices [1] - Although the recent surge in storage chip prices has eased, there has still been a 5% increase over the past two weeks [1] - Experts attribute the current rise in storage prices primarily to the global demand for AI-related computing power centers, which has increased the market demand for high-end memory and squeezed the low-end storage capacity of major manufacturers [1]
实探华强北：内存条价格已翻倍 “早上报价 下午又涨100多” 专家：算力中心建设推动上涨
Di Yi Cai Jing·2025-11-03 06:51