Group 1 - The storage market is experiencing a significant surge, with memory prices increasing by at least 50% since the beginning of the year, marking the onset of a "super bull market" that surpasses the 2018 peak [1] - The demand for AI and server capacity is driving this price increase, leading to suppliers having the highest bargaining power in history [1] - Forecasts indicate that memory prices will rise by 40%-50% in Q4 2025, another 40%-50% in Q1 2026, and approximately 20% in Q2 2026 [1] Group 2 - The price of 64GB RDIMM memory is expected to increase from $255 in Q3 2025 to $450 in Q4 2025, with projections of reaching $700 by March 2026 [1] - There is a possibility that memory prices could reach $1,000 within this year, nearly double the 2018 peak [1] - Samsung has previously indicated that the shortage of memory chips will elevate prices across the electronics industry, including its own consumer products [1]
内存市场：年初涨超50%，2026年Q2预计再涨20%
Sou Hu Cai Jing·2026-01-09 02:20