“以存代算”引爆存储涨价周期 专家：2026年手机、电脑等主要的消费电子产品涨势已定

Core Insights - The global memory chip market has experienced an "epic" price surge since Q3, with spot prices for DRAM and NAND Flash increasing by over 300% since September [1] Industry Summary - The current price increase is driven by the rise of artificial intelligence and the adoption of "compute-to-storage" technology, differing from previous price hikes [1] - The market supply gap is expected to remain unfilled for the next one to two years, indicating a prolonged period of high prices [1] Company Actions - Consumer electronics companies are likely to implement a combination of structural price increases and cost-sharing strategies with the supply chain, with potential announcements around the upcoming New Year [1]