存储复苏了？

Core Insights - The memory semiconductor market is experiencing a significant transformation due to the recovery in demand for IT devices like smartphones and personal computers, leading to price increases for key components such as D-RAM and NAND flash memory [1][2] - The resurgence is primarily driven by the global AI boom and improved economic conditions, reigniting consumer interest in high-performance semiconductors [1] - Last year, the semiconductor industry faced a dilemma with oversupply in general memory due to economic downturns, but signs of recovery began to emerge early this year [1] Group 1 - The average spot price for general D-RAM DDR4 8Gb products has risen to $1,466, marking a continuous increase over five days since March 7 [2] - The average spot price for 16Gb DDR5 products increased by over 6% to $5,068 as of March 12, with expectations for this upward trend to continue [2] - Micron Technology expressed optimism about market trends, noting improvements in inventory levels for personal computers and smartphones, anticipating a return to healthy levels by spring [2] Group 2 - Gartner predicts that the market for AI computers will surge by 165.5% this year, reaching 114.22 million units from 43.02 million units last year, which is expected to boost demand for memory semiconductors [2] - Samsung Securities analysts suggest that there is potential for price increases in low-power D-RAM (LPDDR5) in the second quarter, indicating a shift from pessimism to optimism in the general product market [3] - SK Hynix's president also noted that the industry is working to stabilize the NAND market, with expectations for improvement by the end of the year [2][3]