Micron Technology(US:MU) 新浪财经·2026-01-07 09:56Group 1 - The core viewpoint of the article highlights that the global DRAM market is experiencing an unprecedented price surge, with memory prices significantly outpacing traditional safe-haven assets like gold [2][4]. - Since July 2025, DRAM prices have been rapidly increasing, with most categories seeing price increases of over 100%, and DDR4 and DDR5 memory prices rising 2-3 times within the year [5][6]. - The article emphasizes that the current price increase is unprecedented, with industry professionals noting that such rapid price hikes have never been seen before [5][6]. Group 2 - The primary driver of the current memory price surge is the explosive growth in AI demand, which has created a structural supply-demand imbalance, with AI servers requiring 8-10 times more DRAM than regular servers [7]. - Major cloud service providers are placing large orders, further exacerbating the trend of manufacturers prioritizing server storage over consumer-grade memory [7]. - On the supply side, strategic reductions by major manufacturers like Samsung, SK Hynix, and Micron are amplifying the supply gap, as they focus resources on high-margin products like HBM and DDR5 [8]. - Micron has raised prices by approximately 20% after resuming quotes, while Samsung and SK Hynix have also increased prices for various DRAM products by 15%-30% and up to 30%, respectively [8].