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Core Viewpoint - The global DRAM memory market is experiencing an unprecedented price surge, driven by explosive demand from the AI industry and supply constraints, with prices expected to continue rising into 2026 [6][10][11]. Group 1: Price Trends - Since July 2025, DRAM prices have been rapidly increasing, with most categories seeing price increases of over 100%, and DDR4 and DDR5 prices rising 2-3 times within the year [6][7]. - The current memory market is in a "super bull market" phase, surpassing historical highs from 2018, with projections indicating a 40%-50% price increase in Q4 2025 and another 40%-50% in Q1 2026, followed by a 20% increase in Q2 2026 [7][10]. Group 2: Supply and Demand Dynamics - The surge in memory prices is primarily driven by the AI industry's explosive growth, which has created a structural supply-demand imbalance, with AI servers requiring 8-10 times more storage chips than regular servers [10][11]. - Major memory manufacturers, including Samsung, SK Hynix, and Micron, are reallocating resources towards high-margin products like HBM and DDR5, leading to a significant reduction in DDR4 production capacity [10][11]. Group 3: Impact on Consumer Electronics - The rising memory prices are expected to significantly impact smartphone costs, with memory accounting for 10%-20% of the total cost of flagship models, leading to potential price increases or reduced specifications in smartphones [12][14]. - Personal computers and tablets are also experiencing indirect price increases, with some manufacturers opting for lower-capacity hard drives as a cost-saving measure, while others are raising prices for new models [14].