Core Insights - The global memory chip market has experienced an "epic" price surge since Q3, with prices for DRAM and NAND Flash increasing by over 300% from September to now [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 surges [1] - Experts indicate that the market supply gap is unlikely to be filled in the next one to two years [1] Company Impact - Consumer electronics companies are expected to implement a combination of strategies, including structural price increases, product downgrades, and cost-sharing with the supply chain [1] - The timing for these strategies is anticipated to coincide with the upcoming New Year [1]
专家:2026年手机、电脑等主要消费电子产品涨势已定
2 1 Shi Ji Jing Ji Bao Dao·2025-12-16 00:27