1盒内存条堪比上海1套房？存储芯片又要涨价了

Core Viewpoint - The global DRAM market is experiencing an unprecedented price surge, with prices for most categories increasing by over 100% since July 2025, and DDR4 and DDR5 memory prices rising 2-3 times within the year [3][9]. Group 1: Price Trends - The price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, with bulk purchases reaching 4 million yuan, surpassing the value of many properties in Shanghai [3][10]. - Samsung and SK Hynix have announced price increases for DRAM used in servers, PCs, and smartphones, with first-quarter prices expected to rise by 60-70% compared to the previous quarter [4][11]. - Market research firm DRAMeXchange has adjusted its forecast for the first quarter's server DRAM fixed transaction price increase to 60-65% [4][11]. Group 2: Supply and Demand Dynamics - The shortage of server DRAM is expected to worsen, as manufacturers focus on producing HBM3E, leading to a widening supply-demand gap [5][12]. - Major tech companies like Google and Microsoft are expanding AI service capabilities, driving up demand for general-purpose server DRAM [5][12]. - Investment banks predict that the average selling price (ASP) of server DRAM could increase by up to 144% year-on-year, with significant profit growth expected for Samsung and SK Hynix [5][12]. Group 3: Market Behavior - Tech giants' procurement teams are actively seeking long-term supply agreements, but Samsung and SK Hynix are reluctant to sign long-term contracts, opting for quarterly agreements instead [3][10][11]. - The rising costs of memory semiconductors are increasing the financial burden on smartphone, PC, and server manufacturers, with the cost share of memory in smartphones rising from approximately 15% to over 20% [5][12].