存储持续“疯涨”，业内直呼“要买终端赶紧买”

Group 1 - The storage chip market is experiencing a rare "super price increase cycle," with DRAM prices rising over four times and Flash prices nearly tripling this year [1] - Micron Technology announced the termination of its consumer-grade Crucial memory and SSD business to focus on high-growth areas driven by AI demand [1][7] - The supply chain is facing tight conditions, with module manufacturers actively stockpiling, while smartphone manufacturers are experiencing historically low inventory levels [2][5] Group 2 - The current supply shortage is exacerbated by AI server demand, which is consuming production capacity for consumer-grade storage products [7][8] - The shift in production capacity towards high-margin AI products is leading to a contraction in supply for DDR4 and LPDDR4, impacting mid-range smartphones and PCs [9] - Downstream manufacturers are forced to reduce specifications and increase prices due to rising storage costs, with predictions of a 20% to 30% price increase in the first quarter of next year [12][13][15] Group 3 - Domestic storage manufacturers are becoming important suppliers as international giants exit the consumer market, but the overall supply-demand gap remains significant [14][15] - The market dynamics have shifted, with large cloud service providers becoming the primary buyers, reducing the bargaining power of consumer electronics manufacturers [13]