坐上火箭！存储产品涨成“电子黄金”，何时降温？︱大象财富

Core Insights - The prices of storage products, including memory and hard drives, have surged dramatically in recent months, with some products experiencing price increases of over 200% [3][9] - This price surge is attributed to a "storage supercycle" driven by the increasing demand from AI applications, which require significantly more memory than traditional servers [9][10] - Major PC manufacturers are responding to these rising costs by planning price increases for their products, with some brands already announcing price hikes of 10% to 30% [7][8] Price Trends - The price of an 8GB DDR4 memory module has increased from around 100 yuan to over 300 yuan within two months, marking a 15% increase in overall costs for building a home computer [1][3] - A 1TB solid-state drive has seen its price rise nearly threefold, with some models now costing between 800 to 900 yuan, compared to 200 to 300 yuan earlier this year [5][9] - TrendForce data indicates that DRAM prices have risen by 171.8% year-on-year, significantly outpacing the price increase of gold, which was less than 110% [6] Manufacturer Responses - Dell has announced a price increase for its commercial computers, with expected hikes ranging from $130 to $765 depending on the configuration [7] - HP's CEO has indicated that the ongoing rise in memory costs will necessitate price adjustments, although the company currently has sufficient inventory to mitigate immediate impacts [8] - Both Acer and ASUS have confirmed plans to raise prices, with ASUS indicating a flexible approach to timing based on market conditions [7][8] Market Dynamics - The surge in storage product prices is linked to a significant increase in demand from AI server applications, which require eight times the DRAM of standard servers [9][10] - Major DRAM manufacturers like Samsung and SK Hynix are shifting production focus from DDR4 to more profitable DDR5 and HBM memory, tightening supply for commonly used DDR4 products [9] - The current price trends may persist into the first half of 2026, with potential relief expected as manufacturers gradually increase production capacity [10]