内存条，涨疯了！“1盒堪比1套房”

Core Viewpoint - The storage chip market is experiencing significant price increases driven by AI demand and supply shortages, leading to a surge in stock prices for related companies [1][4][5]. Group 1: Market Dynamics - The price of a single 256G DDR5 server memory module exceeds 40,000 yuan, with a box of 100 modules surpassing the price of some properties in Shanghai [1]. - Analysts predict that the contract price for traditional DRAM will increase by 55%-60% in Q1 2026, while NAND flash products are expected to rise by 33%-38% [5]. - The global demand for storage chips is projected to grow at a rate of 20%-25%, outpacing the supply increase of 15%-20% for DRAM [5]. Group 2: Company Responses - Companies like 商络电子 (Shangluo Electronics) and 利扬芯片 (Liyang Chip) are adjusting their pricing strategies in response to rising storage prices and supply chain dynamics [3]. - Samsung's global marketing head indicated that chip supply issues will affect all players in the market, with ongoing price increases anticipated [3]. Group 3: Investment Opportunities - The current market conditions are seen as a new starting point for the storage chip sector, with strong growth in AI server demand creating investment opportunities for domestic storage companies [6]. - Companies such as 长鑫科技 (Changxin Technology) and 紫光国芯 (Unisoc) are expanding their production capacities and pursuing IPOs to capitalize on the growing market [6].