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 sector is experiencing a bullish trend, 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 increasing by 15% to 20% and demand growing by 20% to 25%, while NAND supply is projected to rise by 13% to 18% and demand by 18% to 23% [3]
最高涨价70%！两大芯片巨头 重大突发！
Zheng Quan Shi Bao·2026-01-05 15:19