存储芯片，涨疯了

Core Insights - General DRAM prices have been rising for seven consecutive months, with a significant increase in NAND flash prices for ten months, marking the largest growth this year [2][5][6] DRAM Market Summary - The average contract price for DDR4 8Gb (1Gx8 2133MHz) in October reached $7, an increase of 11.11% from $6.30 in September [2][5] - The price increase trend began in April with a 22.22% rise, followed by over 20% increases from May to August, although the growth rate slowed to around 10% in September [5] - PC manufacturers are stockpiling inventory to prepare for supply shortages, while suppliers are shifting production towards server DRAM and reducing PC DRAM supply, exacerbating the supply-demand imbalance [5] - TrendForce predicts a 25-30% increase in PC DRAM contract prices in Q4 compared to the previous quarter, driven by major suppliers adjusting production to focus on high-value products [5] NAND Flash Market Summary - The average contract price for 128Gb (16Gx8) MLC NAND flash reached $4.35 in October, up 14.93% from $3.79 in September, marking the largest monthly increase since 2025 [6] - The price surge is attributed to reduced supply and increased demand from industrial, automotive, and telecommunications sectors [6] - TrendForce forecasts that NAND flash prices may continue to rise in the first half of 2026 due to stable demand from AI servers, industrial equipment, and automotive electronics [6]