Core Insights - The memory market has entered a "super bull market" phase, surpassing historical highs from 2018, driven by increasing demand from AI and server capacity [1] - Supplier bargaining power has reached an all-time high, with significant price increases expected in the coming years [1] Market Trends - According to Counterpoint Research, memory prices are projected to rise by 40%-50% in Q4 2025 and again by 40%-50% in Q1 2026, with an additional increase of approximately 20% expected in Q2 2026 [1] - The price of 64GB RDIMM memory has surged from $255 in Q3 2025 to $450 in Q4 2025, with expectations to reach $700 by March 2026 [1] ETF Performance - The integrated circuit ETF (159546) has seen a rise of over 3%, reflecting the strong performance of the semiconductor industry [1] - The ETF tracks the integrated circuit index (932087), which includes publicly traded companies involved in design, manufacturing, packaging, testing, and related materials and equipment [1]
集成电路ETF（159546）领涨超3%，机构：内存市场已进入“超级牛市”阶段
Mei Ri Jing Ji Xin Wen·2026-01-08 02:41