“一盒内存条可买上海一套房”

Core Insights - The price of high-capacity DDR5 server memory modules has surged dramatically, with some units exceeding 40,000 yuan, leading to comparisons with real estate prices in Shanghai [1] - The ongoing AI boom is driving a "super cycle" in the global memory market, with significant price increases observed in DRAM products [8][10] Price Trends - Hynix and Samsung's 256G DDR5 6400MHz server memory modules are priced above 40,000 yuan, with some listings reaching 49,999 yuan per unit [1] - The average price of new homes in Shanghai is approximately 58,524.58 yuan per square meter, indicating that a box of 256G DDR5 server memory could purchase an 80 square meter apartment [1] Market Dynamics - Since February 2025, DRAM prices have been on the rise, with some segments increasing by over 100% [8] - The price of DDR5 memory chips has surged by 307% since September 2025, while DDR4 chips have seen a 158% increase [8] - Major manufacturers like Samsung and SK Hynix are shifting production capacity towards AI server memory, tightening supply in other markets [8][10] Future Projections - DRAM contract prices are expected to increase by 55-60% in Q1 2026, driven by high demand from cloud service giants [9][10] - The price hikes are anticipated to affect other sectors, with smartphone and PC manufacturers facing increased costs, leading to price increases for new devices [10] Industry Impact - Companies like Xiaomi, OPPO, and Dell have already raised prices on new products due to rising memory costs, with increases ranging from 100 to 600 yuan [10] - The global smartphone shipment is projected to decline by 2.1% in 2026, while PC manufacturers are also planning price hikes, with Dell announcing increases of 10% to 30% [10] - Analysts predict that the current "super cycle" in memory pricing may last until 2027 [10]