业内人士：存储芯片涨价潮或将贯穿2026年

Core Viewpoint - The storage chip price surge is expected to continue from 2025 into 2026, with significant price increases already observed in various memory products [1] Group 1: Price Trends - The price of Acer Predator 32GB (16GB×2) DDR5 6000 Pallas II memory increased from approximately 1300 yuan in late October 2025 to around 2700 yuan by January 14, 2026 [1] - Recent reports indicate that major U.S. companies like Google and Microsoft are urgently sending procurement teams to Seoul to secure increasingly scarce DRAM supplies, regardless of cost [1] Group 2: Industry Impact - The current price increase in storage chips has spread to the midstream testing and packaging industry, while downstream manufacturers are facing ongoing pressure and showing signs of differentiation [1] - Industry insiders believe that the ongoing price surge is not merely a "cyclical rebound," but rather a result of the interplay between cyclical factors and structural upgrades within the industry [1] Group 3: Future Outlook - Both industry insiders and institutions predict that storage chip prices will continue to rise in 2026, with a favorable market outlook expected to last at least until the first half of 2026 [1] - There is an increasing consensus in the market regarding the sustainability of this favorable outlook beyond 2026 [1]