Core Insights - The current surge in storage chip prices is expected to lead to increased costs for consumer electronics, with predictions that prices will rise further in 2024 [1][2] - The storage chip market is experiencing unprecedented price increases, with DDR4 and DDR5 prices rising significantly, indicating a strong upward cycle [1][2] Group 1: Market Trends - The price of DDR4 1Gx8 chips has increased by 158% since early September, while DDR5 2Gx8 chips have surged by 307% in the same period [1] - The current market conditions have led to extreme price volatility, with prices changing multiple times within a single day [1] Group 2: Industry Impact - The rising costs of storage chips are putting pressure on electronic product manufacturers, including those producing smartphones and laptops [2] - The strong correlation between storage and AI technologies is driving demand, as storage is becoming essential for cost reduction and efficiency improvements in AI applications [2]
存储价格暴涨！明年电子产品或更贵
Shen Zhen Shang Bao·2025-11-28 21:59