Core Viewpoint - The memory market has entered a "super bull market" phase, surpassing the historical highs of 2018, driven by surging demand from AI and server capacity [1] Group 1: Market Dynamics - Supplier bargaining power has reached an all-time high due to increased demand [1] - Memory prices are expected to rise significantly, with a forecasted increase of 40%-50% in Q4 2025 and another 40%-50% in Q1 2026, followed by an approximate 20% increase in Q2 2026 [1] Group 2: Price Trends - The price of 64GB RDIMM memory has surged from $255 in Q3 2025 to $450 in Q4 2025, with expectations to further climb to $700 by March 2026 [1] Group 3: Industry Impact - Samsung Electronics anticipates that the shortage of memory chips will drive up prices across the entire electronics industry, including its own consumer products [1]
机构：内存市场进入“超级牛市” 一季度将再涨40%-50%
Ju Chao Zi Xun·2026-01-07 12:41