Core Insights - The global storage industry is undergoing an unprecedented transformation driven by the large-scale application of AI technology, leading to a significant increase in storage demand and a structural, long-term shortage of supply [1] - By 2026, the DRAM market is expected to see a continuous rise in average prices due to structural shortages, with the market value surpassing $300 billion for the first time [1] - Industry experts warn that storage chips have transitioned from being "cost components" in AI deployment to "strategic materials," indicating a shift in their importance within the supply chain [1] Market Dynamics - The competition for memory market capacity and pricing trends will be closely monitored in 2026 [1] - Strong purchasing power from buyers is expected to lead to higher inventory levels, resulting in actual procurement volumes significantly exceeding the forecasted 66% for 2026 and 70% for 2027 [1] - This increased demand will further restrict the allocation of DRAM for consumer devices such as PCs and smartphones [1]
存储芯片“史诗级”涨价潮，机构预测七成DRAM产能将被AI吞噬
3 6 Ke·2025-12-04 05:22