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Core Viewpoint - The storage chip market is experiencing significant price increases due to a supply-demand imbalance driven by surging AI infrastructure needs, with expectations of further price hikes in the coming months [1][2][5]. Group 1: Market Dynamics - The global DRAM market is facing a supply shortage, leading to rapid price increases for storage chips, with a reported rise of nearly 500 yuan for 512GB storage compared to the previous month [1][2]. - Counterpoint Research indicates that memory prices have already risen by 50% this year, with an additional expected increase of 50% by the second quarter of 2026 due to critical chip shortages [5][6]. - Major PC manufacturers like Dell and HP have issued warnings about rising costs and potential price increases for their products due to tight supply of DRAM and NAND flash memory [2][3]. Group 2: Company Responses - Lenovo's chairman, Yang Yuanqing, anticipates that the shortage and price increases for components, including storage, will persist throughout 2026, driven by the growing demand for AI infrastructure [3]. - Xiaomi's president, Lu Weibing, noted that the current rise in memory prices is a long-term trend influenced by AI demand, and the company has secured supply agreements for 2026 to mitigate cost pressures [3]. - Dell's COO Jeff Clarke mentioned that the company has never seen costs change at such a rapid pace and is considering raising prices for certain devices due to supply constraints [2][3]. Group 3: Future Projections - Counterpoint predicts that the production of DRAM by major chip manufacturers will increase by over 20% by 2026, but the current shortage primarily affects traditional products, impacting low-cost consumer electronics [5][6]. - The shift in demand towards advanced memory types, such as LPDDR, is expected to create significant supply chain challenges, particularly as companies like NVIDIA increase their usage of these memory types [5][6]. - Analysts suggest that the price increases for DRAM and NAND could continue for several quarters, driven by strong demand and insufficient supply [6].