这类芯片，将涨价

Core Viewpoint - The article discusses the recent surge in DRAM prices driven by concerns over potential tariffs in the U.S. and strong demand for high bandwidth memory (HBM), which is expected to boost the profits of major South Korean memory chip manufacturers like Samsung Electronics and SK Hynix [1][2]. Group 1: DRAM Price Surge - DRAM prices have increased significantly, with Samsung and SK Hynix raising prices for traditional DDR4 and new DDR5 DRAM by double-digit percentages [1]. - The average selling price (ASP) of standard PC DRAM (DDR4 8Gb 1Gx8) rose by 22.2% in April, reaching $1.65 after five months of decline [1]. - Major clients are stockpiling DRAM ahead of potential U.S. tariffs, leading to a faster-than-expected depletion of component inventories [2]. Group 2: HBM Demand and AI Influence - The demand for HBM is rising alongside DRAM prices, fueled by Nvidia's recent agreement with Saudi Arabia for AI chip supply, which is expected to drive a second wave of AI memory demand [2][3]. - Nvidia's purchase of SK Hynix's HBM3E chips reflects a 60% price increase for 12-layer chips compared to 8-layer chips, indicating strong demand for high-performance memory [3]. Group 3: NAND Flash Market Dynamics - The top five NAND Flash manufacturers, including Samsung and SK Hynix, are implementing production cuts of 10% to 15% to address oversupply issues [4]. - This synchronized reduction in NAND production is expected to support a rebound in memory prices, with a forecasted price increase in the second quarter of 2025 [5]. - The first quarter saw a decline in NAND Flash prices by 15% to 20%, but the second quarter is projected to recover by 3% to 8% [5].