三星警告：内存价格暴涨，自家也扛不住了

Core Viewpoint - The article discusses the anticipated memory chip supply shortage and its impact on the electronics industry, highlighting Samsung's position and outlook in the face of rising production costs and potential price adjustments for consumers [3][4]. Group 1: Memory Chip Supply and Pricing - Samsung Electronics predicts that the shortage of memory chips will drive up prices across the electronics industry, affecting even its consumer products [3]. - The global marketing president of Samsung, Wonjin Lee, stated that semiconductor supply issues will impact everyone, and while the company hopes to avoid passing costs onto consumers, price adjustments may become necessary [3]. - Counterpoint Research forecasts a 50% increase in memory component prices until the second quarter of this year [4]. Group 2: Market Dynamics and Competitor Positioning - The demand for high-bandwidth memory driven by the AI data center construction boom has led to unprecedented demand, pushing Samsung and SK Hynix stock prices to new highs [4]. - Competitors reliant on external memory supply are at a disadvantage compared to Samsung, which has a more favorable position due to its production capabilities [4]. - Companies like Dell and Xiaomi have warned of potential price increases, while Lenovo began stockpiling memory chips last year [4]. Group 3: Future Outlook - Samsung's outlook for 2026 is optimistic, with expectations that consumer upgrades in the mobile sector will be driven by new AI technologies [4].