“最近做存储的老铁们赚翻了！”

Core Viewpoint - The article discusses the recent price surge in storage chips, particularly focusing on DDR4 and Samsung's small-capacity eMMC, highlighting the reasons behind these price increases and their implications for the market [2][11]. Group 1: Price Surge in Storage Chips - The most notable price increases in the storage chip market are observed in DDR4 and Samsung's small-capacity eMMC [2][11]. - Samsung's 8GB eMMC price rose from approximately $1.9 in early March to around $3.65-$3.8 currently, marking a significant increase [7][10]. - The price of 8GB DDR4 has also doubled in recent months, with current prices around $3, up from $1.15-$1.25 in late 2022 [9][10]. Group 2: Reasons for Price Increases - The price increase of small-capacity eMMC is primarily driven by Samsung's announcement of potential production halts for MLC NAND, leading to panic buying among manufacturers [11][12]. - For DDR4, the price surge is attributed to rumors of major manufacturers like Samsung, SK Hynix, and Micron planning to cease DDR4 production by 2025, which has led to increased demand and speculation in the market [12][13]. - Additionally, supply constraints have been reported, with manufacturers reducing production rates, further exacerbating the price increases [12][13]. Group 3: Market Implications - Despite the rise in prices, there are indications that domestic alternatives for DDR4 are facing supply challenges, suggesting that the market may not stabilize quickly [15]. - The overall sentiment in the storage chip market is cautiously optimistic, with ongoing price increases and potential recovery being closely monitored [15].