Core Insights - The price of storage chips has been rising continuously, with reports indicating that a box of memory sticks can cost as much as a house in Shanghai, sparking significant public discussion [1] - The price increase trend for storage chips began in September 2025, primarily driven by the explosive growth of the AI industry, which has led to supply and demand adjustments [1][9] - Industry experts advise consumers not to panic or hoard products, suggesting that purchases should be made as needed [1][12] Price Trends - Prices for 256G DDR5 server memory sticks from major manufacturers like Hynix and Samsung have exceeded 40,000 yuan, with some reaching as high as 49,999 yuan per stick, translating to nearly 5 million yuan for a box of 100 [6] - There has been a notable increase in prices for storage cards and regular memory sticks, with reports of prices doubling within three months for certain products [6][9] - The price surge has been attributed to a supply chain crisis affecting core raw materials, leading to price adjustments for various storage card models [6] Market Dynamics - Since the second half of 2025, multiple reports have indicated a rising trend in storage product prices, with pressure from upstream chip manufacturers affecting downstream consumer markets and sales channels [9] - The AI industry's rapid growth has significantly increased the demand for server memory, causing manufacturers to shift production capacity towards this sector while reducing supply for consumer memory products [9][12] - The demand for DRAM in AI servers is eight times greater than that of regular servers, with major companies like OpenAI placing orders that consume 53% of the global DRAM monthly production capacity [12] Consumer Impact - The fluctuations in prices for consumer-grade memory sticks and storage cards directly affect purchasing decisions for everyday consumers [12] - Industry experts recommend that consumers with urgent needs should proceed with purchases without fear of price hikes or the need to stockpile products [12]
“100根的价格堪比上海一套房!”内存条、存储卡价格持续上涨,业内人士:普通消费者按需购买即可
Yang Zi Wan Bao Wang·2026-01-07 12:29