日本开始限购显卡，中国也要涨价了？

Core Viewpoint - The memory shortage is causing a ripple effect in the market, particularly affecting the availability and pricing of high-memory graphics cards in Japan's Akihabara district [1][5]. Group 1: Supply Chain Issues - Retail stores in Akihabara are experiencing shortages of high-memory graphics cards, with some stores already running low on stock [1][3]. - The staff at various stores have expressed concerns about the difficulty in restocking high-capacity graphics cards, indicating that while there is still some inventory, future availability is uncertain [5]. Group 2: Pricing Trends - Reports suggest that the prices of graphics cards, particularly those from NVIDIA and AMD, are expected to rise in 2025 due to increased procurement costs for their partners [5][6]. - AMD graphics card prices may start increasing from January, while NVIDIA's price hikes are anticipated to begin in February [5]. Group 3: Market Impact - The shortage of DRAM, which affects both memory and graphics cards, is expected to lead to a significant increase in DRAM contract prices, with projections of a 45-50% increase in Q4 2025 [6]. - Major PC manufacturers like Dell have already announced price increases for commercial PCs, with hikes ranging from 10% to 30% [6][7]. - The DIY market is particularly impacted, with motherboard sales dropping by 40% to 50% compared to the previous year due to rising DDR5 prices, leading potential customers to adopt a wait-and-see approach [7].