最高涨价70%！两大芯片巨头，重大突发！

Core Viewpoint - The article discusses a significant price increase in DRAM and NAND flash memory chips, driven by strong market demand, particularly in AI and data center investments, with expectations of continued price hikes through 2026 [1][4]. Group 1: Price Increases and Market Trends - Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, reflecting a strong demand outlook [1]. - The article notes that DRAM prices are expected to rise in a stepwise manner until 2027, fueled by AI computing demand and expanded data center investments [1]. - In 2025, the price of DDR4 16Gb chips surged by 1800%, while DDR5 16Gb and 512Gb NAND flash saw increases of 500% and 300%, respectively [4]. Group 2: Investment and Stock Market Reactions - Following the announcement of price increases, Samsung's stock rose nearly 7.5% to a record high, while SK Hynix's stock increased by nearly 3%, positively impacting the South Korean stock market [1]. - In the U.S. market, semiconductor stocks like Micron Technology and ASML also saw gains of over 2%, with both reaching historical highs [2]. - In the A-share market, storage chip-related stocks experienced significant activity, with several companies hitting the 20% daily limit up [2]. Group 3: Future Demand Projections - North American cloud service providers, including Google, Meta, Microsoft, and Amazon AWS, are expected to invest a total of $600 billion in AI infrastructure by 2026, marking a historical high [4]. - The global demand for DRAM and NAND flash is projected to grow significantly, with DRAM consumption in the server sector expected to increase by 40% to 50% year-on-year in 2026 [4]. - The supply of DRAM bits is anticipated to grow by 15% to 20%, while demand is expected to rise by 20% to 25% in 2026, indicating a continued supply-demand imbalance [4].