“比金条涨得还快”，内存条价格暴涨，多品牌手机、电脑涨价

Core Insights - The price of storage chips, particularly memory and flash memory, has surged dramatically since the second half of 2025, with prices for memory modules doubling or more, significantly outpacing gold prices [1] - The current market for storage has entered a "super bull market" phase, surpassing historical highs seen in 2018, driven primarily by the explosive demand from AI applications [1][8] Price Trends - Since September 2025, DDR5 memory prices have increased by over 300%, while DDR4 memory prices have risen by more than 150% [1] - In January 2026, a 2TB hard drive's price rose from approximately 1000 yuan to 1500 yuan, and a specific memory module increased from 3000 yuan to 4500 yuan, reflecting a 50% price hike [2] - The price of a specific 256GB DDR5 server memory module has seen multiple increases within ten days, rising from 38,999 yuan to 47,999 yuan, equivalent to the price of a new iPhone 17 Pro [2] Supply Chain and Procurement - The volatility in prices has led to tighter trading conditions in the supply chain, with manufacturers advising clients to procure supplies as soon as possible [3] - The demand for memory from AI servers is 8-10 times greater than that of regular servers, consuming 53% of global monthly memory production capacity [1][7] Impact on Consumer Electronics - The rising costs of storage components are affecting the pricing and availability of consumer electronics, with major brands like Lenovo, Dell, and HP increasing laptop prices by 500 to 1500 yuan [4] - Many smartphones are seeing a reduction in memory specifications, effectively increasing prices without changing the listed price [5] Future Outlook - Analysts predict that the current cycle of rising storage prices, driven by demand mismatches and technological shifts, may continue until late 2026 or even into 2027 [8] - Forecasts indicate that the average selling price (ASP) of server DRAM could rise by 144% year-on-year, with significant profit increases expected for major companies like Samsung and SK Hynix [8][10] - Micron Technology has reported stronger-than-expected financial results and is anticipated to benefit significantly from the ongoing supply shortages in storage chips [10]