Counterpoint Research：内存市场已进入“超级牛市”，一季度将再涨40%-50%

Core Insights - The memory market has entered a "super bull market" phase, surpassing the historical highs of 2018 [1] - The surge in demand driven by AI and server capacity has led to suppliers achieving the highest bargaining power in history [1] - Memory prices are expected to rise significantly, with a forecasted increase of 40%-50% in Q4 2025, followed by another 40%-50% increase in Q1 2026, and an additional approximate 20% rise in Q2 2026 [1] Price Trends - The price of 64GB RDIMM memory has increased dramatically from $255 in Q3 2025 to $450 in Q4 2025, with expectations to reach $700 by March 2026 [1]