最高涨价70%，两大芯片巨头，重大突发

Group 1 - Samsung Electronics and SK Hynix plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, with similar price hikes proposed for PC and smartphone DRAM customers [1] - The price increase strategy is based on the expectation of strong market demand, with both companies opting for quarterly contracts to adapt to price fluctuations [1] - The semiconductor stocks, including Samsung and SK Hynix, saw significant 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 - Major North American cloud service providers, including Google, Meta, Microsoft, and Amazon AWS, are expected to invest a total of $600 billion in AI infrastructure by 2026, marking a historical high [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] - Global storage chip supply is expected to remain insufficient in 2026, with DRAM supply growth estimated at 15% to 20% and demand growth at 20% to 25%, while NAND supply growth is projected at 13% to 18% and demand at 18% to 23% [3]