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Core Viewpoint - The article discusses the significant price increase of storage chips, particularly DRAM, driven by surging demand from AI infrastructure and a supply shortage, with expectations of further price hikes in the coming months and years [2][3][5]. Group 1: Market Dynamics - The global DRAM market is experiencing a supply-demand imbalance, leading to rapid price increases, with 512GB storage prices rising nearly 500 yuan compared to the previous month [2][3]. - Major tech companies like Dell and HP have issued warnings about potential storage chip shortages due to increased demand for AI infrastructure, predicting price hikes for their products [3][4]. - 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]. Group 2: Company Responses - Lenovo's chairman, Yang Yuanqing, anticipates that the shortage and price increases of components, including storage, will persist throughout 2026, driven by the growing demand for AI-related infrastructure [4]. - 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 [4]. - Companies are adapting by potentially increasing product prices and seeking alternative suppliers to ensure adequate memory supply [3][4]. Group 3: Future Projections - Counterpoint predicts that major chip manufacturers will increase DRAM production by over 20% by 2026, but the current supply constraints primarily affect traditional products, impacting lower-cost consumer electronics [5][6]. - The shift in demand towards advanced memory types, such as LPDDR, poses significant challenges for the supply chain, as major players like NVIDIA are increasing their consumption, further straining resources [5][6]. - Analysts suggest that the current memory chip price surge may continue for several quarters, driven by strong demand across both advanced and traditional memory sectors [6].