最高70％！两大芯片巨头，计划涨价

Group 1 - The core viewpoint of the article highlights a significant price increase in DRAM chips, with Samsung Electronics and SK Hynix planning to raise server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, driven by strong market demand predictions [1] - The price increase strategy is based on the expectation of sustained market demand, particularly due to the explosion of AI computing needs and expanded investments in data centers [1] - The semiconductor stocks, including Samsung and SK Hynix, saw substantial gains, with Samsung's stock rising nearly 7.5% to a record high, and SK Hynix increasing by nearly 3%, contributing to a 3.43% rise in the Seoul Composite Index [1] Group 2 - North American cloud service providers, including Google, Meta, Microsoft, and Amazon AWS, are expected to significantly increase their AI infrastructure investments, reaching a historical high of $600 billion by 2026 [2] - The demand for storage chips is projected to surge, with DDR4 16Gb prices increasing by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% in 2025 due to strong AI demand [2] - According to Guojin Securities, the global storage chip market will remain in short supply in 2026, with DRAM and NAND flash consumption in the server sector expected to increase by 40% to 50% year-on-year, particularly in AI server applications [3]