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Core Viewpoint - The storage industry is experiencing a significant price surge, driven primarily by the demand from AI servers, which consume memory capacity at rates 8 to 10 times higher than traditional servers [5][19]. Group 1: Price Trends and Market Dynamics - The price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, with a box of 100 modules costing between 4 million to 5 million yuan, while the average price of new homes in Shanghai is approximately 58,500 yuan per square meter [1]. - From the second half of 2025, DDR5 memory prices have surged over 300%, and DDR4 prices have increased by more than 150% [1]. - Market prices are highly volatile, with some industry insiders claiming this is the most extreme price fluctuation they have witnessed in the storage industry [2]. Group 2: Supply Shortages and Production Shifts - UBS and other investment banks have indicated that the storage industry is entering a severe supply shortage phase not seen in a decade, surpassing the historical highs of 2018 [3]. - AI servers are consuming 53% of global memory production capacity, leading to a drastic reduction in the supply of general-purpose memory like DDR5 and LPDDR5 [8]. - Major manufacturers like Samsung, SK Hynix, and Micron are reallocating production resources towards higher-margin HBM, further tightening the supply of general DRAM [6]. Group 3: Impact on Various Industries - The price increases are affecting downstream industries, with PC brands like Lenovo and Dell already raising prices, forcing consumers to either accept higher costs or opt for devices with reduced storage capacity [15][16]. - The automotive industry is particularly pressured, as the demand for storage has escalated from several GB to 256GB or even TB levels, with industry leaders warning that memory costs are becoming a significant burden [18]. Group 4: Future Outlook - The peak of the supply shortage is expected in the first and second quarters of 2026, with prices projected to maintain a growth rate of over 20% quarter-on-quarter during that period [19]. - The price surge cycle is anticipated to last at least until the end of 2026, with a significant demand growth forecasted at 26% against a supply increase of only 20% [19]. - Historical patterns suggest that the price surge will eventually correct once AI infrastructure stabilizes and new storage capacities are fully realized, but this correction is not expected before 2027 [20][21].