Micron Technology(US:MU) 21世纪经济报道·2026-01-07 06:56Group 1 - The core viewpoint of the article highlights the significant price increase in storage chips driven by the AI boom, with DDR4 16Gb memory prices expected to rise by 1800% and DDR5 16Gb by 500% by 2025 [1] - The price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, indicating a dramatic increase in value that surpasses many properties in Shanghai [1] - The capital market reflects this price surge, with major storage stocks in the US experiencing substantial gains, such as SanDisk rising over 27% and Micron Technology reaching a market cap of over $380 billion [2] Group 2 - Industry experts warn of an unprecedented and severe shortage of memory chips, which will inevitably impact the prices of end products like smartphones [2] - Future projections indicate that the supply shortage of storage chips will persist into 2026 and beyond, benefiting companies like Micron that represent storage IDM manufacturers [2] - The semiconductor equipment market is expected to grow, with domestic companies improving their technology and increasing localization rates, positioning them well for future demand [2]