“一天一个价”！内存条价格翻倍暴涨，“比金条涨得还快”，多品牌手机、电脑涨价，分析：今年可能涨得更凶！什么原因？

Core Insights - The price of storage chips, including memory and flash storage, has surged dramatically since the second half of 2025, with prices more than doubling, and memory prices increasing at a rate surpassing that of gold [1][2]. Group 1: Price Increases - DDR5 memory prices have risen over 300% since September 2025, while DDR4 memory prices have increased by more than 150% [2]. - A 2TB hard drive from Kioxia has seen its price rise from approximately 1000 yuan to 1500 yuan, and a 32*2 memory module from Jinbaida has increased from 3000 yuan to 4500 yuan, reflecting a price increase of around 50% [4]. - The overall cost of assembling a computer has increased by 25% in just one month due to rising storage component prices [5]. Group 2: Demand Drivers - AI servers require 8-10 times more memory than standard servers, consuming 53% of the global monthly memory production capacity, which has led to a significant squeeze on consumer-grade memory supply [3][9]. - The demand for high-capacity, high-performance enterprise SSDs is increasing exponentially due to architectural changes in AI platforms, which have shifted the bottleneck from computational power to storage capacity [9]. Group 3: Market Impact - The storage market is currently in a "super bull market" phase, surpassing historical highs seen in 2018 [3]. - Major cloud service providers are placing large purchase orders, indicating strong demand and further driving prices up [3]. - Consumer electronics manufacturers are adjusting their pricing strategies, with major brands like Lenovo, Dell, and HP increasing prices by 500-1500 yuan for laptops, and smartphones seeing price hikes of 100-600 yuan [6]. Group 4: Future Outlook - Analysts predict that the upward trend in storage prices may continue into 2026, driven by demand mismatches and ongoing supply constraints [9]. - Forecasts suggest that the average selling price (ASP) of server DRAM could rise by 144% year-on-year, with significant profit increases expected for companies like Samsung and SK Hynix [9]. - Micron Technology's stock has surged from just over $100 to over $360, reflecting a threefold increase in market value since last year [10].