Core Viewpoint - The price of memory modules, particularly DDR5 server memory, has surged dramatically, with a single 256G module exceeding 40,000 yuan, surpassing the value of many properties in Shanghai [1] Group 1: Memory Market Dynamics - The price of memory is highly volatile, changing almost daily, as indicated by industry expert Wu Shen [1] - On January 6, 2023, the U.S. storage sector experienced significant gains, with SanDisk's stock rising by 27%, marking its largest single-day increase in ten months, while Micron Technology increased by nearly 7% to reach a historical high [1] - Other companies in the sector, such as Seagate and Western Digital, also saw stock increases of nearly 10% [1] Group 2: Price Increases and Industry Impact - Samsung and SK Hynix have announced price increases for DRAM used in servers, PCs, and smartphones, with first-quarter quotes expected to rise by 60%-70% compared to the fourth quarter of the previous year [1] - The rising memory prices are exerting significant pressure on the automotive industry, as highlighted by NIO's founder Li Bin, who noted that the automotive sector is competing with AI, data centers, and the smartphone industry for memory resources [1] - Currently, the cost pressures from rising memory prices have not yet been passed on to end consumers, remaining within the tolerable limits for companies like NIO [1]
1盒内存条价格堪比上海1套房！内存暴涨，闪迪股价一夜飙升27%，李斌喊话“大家买车要早一点”