Zhi Tong Cai Jing·2026-01-28 00:35Group 1 - Two semiconductor companies, Zhongwei Semiconductor and Guokewi, have announced price increases for their chip products due to tight supply and rising costs, with price adjustments ranging from 15% to 80% depending on the product [1] - The price surge in storage chips is primarily driven by the explosive demand for AI servers, leading to a structural shortage in traditional consumer electronics and industrial control chip supplies [1] - TrendForce reports that DDR5 DRAM chip prices have increased by 314% year-on-year in Q4, with expectations of a further 55% to 60% rise in traditional DRAM contract prices in the current quarter [2][3] Group 2 - Analysts predict that the current storage supercycle will last until at least 2027, with significant new supply not expected until early 2028, suggesting strong demand and tight supply conditions will persist [3] - Major companies like Samsung and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 2026, indicating a trend of price increases across the semiconductor industry [2][3] - Companies such as SMIC and Hua Hong Semiconductor reported revenue growth, with SMIC achieving $2.382 billion in Q3, a 9.7% year-on-year increase, and Hua Hong Semiconductor reaching $635.2 million, a 20.7% increase [4]