Micron Technology(US:MU) Sou Hu Cai Jing·2026-01-08 11:05Group 1 - The price of memory modules has surged significantly, with some DDR5 server memory modules exceeding 40,000 yuan each, and prices have increased by 2-3 times within the year for both DDR4 and DDR5 [1][7] - TrendForce reported a dramatic increase in the spot prices of memory chips since September 2025, with DDR5 memory prices rising by 307% and DDR4 by 158% [7] - The demand for DRAM from AI servers is 8-10 times higher than that of regular servers, consuming 53% of global monthly production capacity, leading to a shift in production focus towards server storage [10][11] Group 2 - Major memory manufacturers like Samsung, SK Hynix, and Micron are adjusting their production strategies, focusing on high-margin products like HBM and DDR5, while reducing investments in DDR4 [11] - The price increases are expected to continue throughout 2026, with significant profit growth projected for companies like Samsung and SK Hynix, with expected operating profits increasing by 253% and 224% respectively [11] - The rising memory prices are impacting various sectors, including smartphones and the automotive industry, with companies like NIO highlighting memory price increases as a major cost pressure [12]