存储步入“超级周期” 多款笔记本电脑涨价

Group 1 - The global memory market is entering a "super cycle," leading to price increases in consumer electronics such as laptops and desktops [1] - The cost of assembling a computer has increased by approximately 1500 yuan due to rising memory prices [2][4] - The price of DDR5 memory has surged from around 1000 yuan to 2500 yuan within a few months, causing consumers to delay purchases [3][4] Group 2 - Major brands like Lenovo, HP, and Dell have strategic stockpiles, which may delay the impact of price increases, but smaller businesses may struggle to cope with rising costs [8] - The current surge in memory prices is primarily driven by the increased demand for AI computing power, which is consuming high-performance storage units [8] - Memory manufacturers are cautious about expanding production due to the long lead times and the ongoing demand from AI applications, making it difficult for consumer-grade products to compete for capacity [8]