“一天一个价”！内存条价格翻倍暴涨，“比金条涨得还快”，多品牌手机、电脑涨价，分析：今年可能涨得更凶！什么原因？

Core Viewpoint - The article highlights a significant surge in storage chip prices, particularly for memory and flash storage, driven by an explosion in demand due to AI applications. Prices for DDR5 memory have increased over 300%, while DDR4 has risen by more than 150% since September 2025 [2][10]. Price Trends - Storage chip prices have seen dramatic increases, with memory modules experiencing price hikes of 40 yuan daily. For instance, a 2TB hard drive's price rose from approximately 1000 yuan to 1500 yuan, and a specific memory module increased from 3000 yuan to 4500 yuan, reflecting a 50% rise [4][6]. - The overall cost of assembling a computer has increased by 25% within a month due to rising storage component prices [4]. Supply Chain and Procurement - Manufacturers are advising customers to procure storage products early, as prices are expected to rise by an additional 10%-15% in January 2026 [6]. - The volatility in prices has tightened supply chain transaction conditions, leading to uncertainty in future pricing [5][6]. Impact on Consumer Electronics - The price increases in storage components are affecting the pricing strategies of consumer electronics manufacturers, with major brands like Lenovo, Dell, and HP raising laptop prices by 500-1500 yuan. Similarly, smartphone prices have increased by 100-600 yuan [8]. - The reduction in promotional discounts on smartphones indicates a shift in pricing strategies due to increased component costs [8]. AI Demand and Market Dynamics - The surge in storage prices is primarily attributed to the skyrocketing demand for AI computing power, which has shifted the focus from computational capacity to storage capabilities [10][11]. - AI servers require 8-10 times more memory than standard servers, consuming 53% of global memory production capacity, which has led to a squeeze on consumer-grade memory availability [11]. Future Outlook - Analysts predict that the upward trend in storage prices will continue into 2026, driven by demand mismatches and technological shifts. The average selling price of server DRAM is expected to rise by 144% year-on-year [11]. - Major companies in the storage sector, such as Micron Technology, have seen their stock prices soar, with Micron's market value reaching $408.3 billion, reflecting a threefold increase in stock price over six months [12][13].