Nvidia(US:NVDA) 智通财经网·2025-11-19 11:48Core Insights - Nvidia plans to use smartphone-style memory chips in its AI servers, which may lead to a doubling of server memory prices by the end of 2026 [1][2] - The global electronic supply chain has been affected by a shortage of traditional memory chips as manufacturers shift focus to high-end memory chips for AI applications [1] - Nvidia's decision to switch from DDR5 to LPDDR memory chips aims to reduce power costs for AI servers, but this change is expected to create a sudden surge in demand that the industry may struggle to meet [1][2] Industry Impact - The shift to LPDDR memory means Nvidia will become a customer with demand comparable to large smartphone manufacturers, representing a significant change for the supply chain [2] - The anticipated increase in server memory prices could raise costs for cloud service providers and AI developers, exacerbating budget pressures already heightened by record spending on GPUs and power upgrades [2] - Major memory suppliers like Samsung, SK Hynix, and Micron have reduced production capacity to focus on high-bandwidth memory (HBM), leading to shortages of older dynamic random-access memory products [1]