Core Viewpoint - The global DRAM market is experiencing an unprecedented price surge, with prices for various memory types increasing by over 100% since July 2025, making memory modules comparable in value to real estate in Shanghai [1] Group 1: Price Trends - DRAM prices have been on a rapid upward trajectory, with DDR4 and DDR5 memory prices increasing by 2-3 times within the year [1] - As of 2026, the price increases are accelerating, with memory prices changing almost daily, indicating a volatile market [1] Group 2: Market Behavior - The price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, leading to significant procurement costs for bulk purchases [1] - The trend of stockpiling memory is spreading from downstream module manufacturers and OEMs to large traders and financial entities, with substantial capital being invested in inventory [1]
1盒内存条堪比上海1套房？业内：存储涨价凶猛，有钱的上亿资金囤货
Ge Long Hui·2026-01-06 02:48