Zheng Quan Shi Bao·2025-11-13 17:49Core Viewpoint - The memory market is experiencing a significant price surge, with some products seeing price increases of up to three times since April 2023, driven by supply shortages and rising demand from AI infrastructure investments [1][2][4]. Price Surge Details - Prices for various memory products have doubled or tripled, with a 64GB LPDDR5 memory module increasing from around 1000 yuan to 4200 yuan [2]. - The price of 16GB DDR4 memory has risen from under 200 yuan to over 400 yuan as of November 13, 2023 [2]. - Many shop owners in Huaqiangbei have seen their paper wealth increase by millions within six months due to this price surge [2]. Market Dynamics - The price increase is attributed to a mismatch between supply and demand, primarily driven by the expansion of AI data centers [4][6]. - Major tech companies like Alibaba and Microsoft are significantly increasing their investments in AI infrastructure, further driving demand for high-capacity memory products [4][5]. - The demand for memory in AI servers is reported to be 3 to 8 times higher than that of regular servers, leading to tight supply for high-end storage products [4]. Supply Chain Adjustments - Major memory manufacturers such as SK Hynix, Samsung, and Micron are prioritizing high-margin products and reducing production of lower-margin items like DDR4 [6]. - The current price increase cycle is expected to last until supply and demand reach equilibrium, potentially extending for 1 to 2 years [6]. Impact on Consumer Electronics - The rising prices of memory products are affecting the costs of consumer electronics, leading to increased prices for assembled computers and smartphones [7]. - For instance, the price of the Redmi K90 series smartphones has increased significantly due to higher storage costs, with some models seeing price hikes of up to 600 yuan [7]. - Companies like Xiaomi have publicly acknowledged the impact of rising memory costs on their pricing strategies [7]. Opportunities for Domestic Manufacturers - The current shortage in the memory market presents a valuable opportunity for domestic manufacturers to capture market share as global supply chains face disruptions [8]. - The low domestic production rates of NAND and DRAM products indicate potential for growth as local firms enhance their technology and product offerings [8].