Micron Technology(US:MU) Di Yi Cai Jing·2025-11-05 05:49Core Insights - The recent surge in storage product prices is impacting various consumer electronics, with significant cost increases noted in memory products due to high demand from AI applications [1][8][9] - Major memory products like DDR4 and DDR5 have seen substantial price hikes, with some prices nearly doubling since September [2][5][6] - The market is experiencing a structural shortage of storage components, driven by a shift in production capacity towards server storage to meet the growing demand from cloud services [8][9] Price Trends - Memory prices began to rise noticeably in September, with DDR4 8G memory prices increasing from below 90 yuan to between 100 and 130 yuan within a month [2][5] - By October, DDR4 16G memory prices ranged from 350 to 520 yuan, while DDR5 16G prices reached around 600 yuan [5][6] - Recent data indicates that some DRAM products have seen price increases of 6% to 25% week-over-week, with DDR4 16G prices rising by 25% to $20 [6][7] Market Dynamics - The price increases are attributed to a structural shortage in the market, with major manufacturers like Samsung halting contract quotes for DDR5 DRAM, leading to a 25% spike in spot prices [6][9] - The demand for server storage is causing a ripple effect, impacting the supply of mobile and PC products, with NAND flash prices also on the rise [9][10] - Industry experts predict that the shortage will persist, with DDR4 supply tightness expected to last until at least Q1 2026 [9][10] Stock Market Impact - Several storage-related stocks have reached historical highs amid the price surge, with companies like Zhaoyi Innovation and Jiangbolong hitting record prices in late October and early November [10][11] - Despite some fluctuations, the overall trend indicates a strong market response to the rising storage prices, reflecting investor confidence in the sector's growth potential [10][11]