价格飙涨，日本多家商店限购内存、SSD

Core Viewpoint - The prices of DDR5 memory and SSDs in Japan have surged dramatically since November, with DDR5 facing unprecedented shortages and price increases, leading to panic buying among consumers [1][4][6]. Price Trends - DDR5 memory prices have nearly doubled for certain models, with the price of Crucial's DDR5 6400 16GBx2 kit reaching 32,000 yen (approximately 1,469 RMB) as of November 1, up from 15,000 yen (approximately 688 RMB) on August 1 [1][3]. - The average price of DDR5 16GBx2 kits increased by over 4,000 yen, marking a 40% rise from October to November [3]. - High-capacity DDR5 kits, such as 48GBx2, saw price increases exceeding 17,000 yen [3]. Supply Chain Issues - Major chip manufacturers, including Micron, SK Hynix, and Samsung, have halted order acceptance for the year, leading to supply shortages [3][9]. - Retailers report that the procurement prices from distributors have surged to 3-4 times the lowest prices from late August, causing further supply instability [3]. Consumer Behavior - Panic buying has been observed, with reports of customers attempting to purchase large quantities of memory products, leading to stock shortages in stores [4][11]. - Retailers have implemented purchase limits, with some stores restricting customers to a maximum of two SSDs and four memory modules [5][6]. Broader Market Impact - The price increases in NAND memory are also affecting SSD prices, which have risen by approximately 10% in late October and early November [6]. - TrendForce forecasts a significant increase in DRAM prices, with expectations of a 171.8% year-over-year rise by Q3 2025, driven by demand from cloud service providers [6]. - The price hikes are impacting the consumer electronics market, with smartphone manufacturers also raising prices for new models due to increased component costs [8][9].