两大巨头联手提价！三星、SK海力士 DRAM 报价或最高提升70%

Core Insights - The surge in demand for artificial intelligence (AI) is driving Samsung Electronics and SK Hynix to increase server memory prices by up to 70% in the first quarter [1] - Both companies are among the largest memory chip manufacturers globally, facing shortages in older dynamic random-access memory (DRAM) products due to a shift in focus towards high-bandwidth memory (HBM) necessary for advanced AI accelerators [1] - Samsung and SK Hynix have raised the prices of the fifth-generation high-bandwidth advanced storage chip (HBM3E) by 20% for deliveries in 2026 [1] Industry Impact - The transition of production capacity from traditional DRAM to HBM by Samsung, SK Hynix, and Micron is causing a threefold impact on the downstream supply chain [2] - There is a supply-demand imbalance for traditional server memory (DDR5), as producing 1GB of HBM chips requires 2 to 3 times the wafer area compared to traditional DDR5, leading to a compression of production lines for DDR4/DDR5 [2] - The significant price fluctuations in memory will compel system integrators like Dell and HP to adjust their pricing, ultimately impacting the IT budgets of enterprise clients [2] - Delivery times for traditional DRAM are extending, with some downstream manufacturers beginning to stockpile due to the anticipated price increases [2]