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Core Viewpoint - The article highlights a significant price increase in the semiconductor industry, particularly in memory chips, driven by supply constraints and rising costs, impacting major companies and their stock performance [2][3][5]. Group 1: Price Increases and Market Reactions - Major memory chip manufacturers, Samsung and SK Hynix, have completed negotiations with Apple to significantly raise the prices of LPDDR chips for iPhones, with Samsung's prices increasing over 80% and SK Hynix's nearly 100% [6][7]. - A-share memory chip stocks surged, with companies like Dongxin Co. and Puran Co. seeing increases of over 20% and 10%, respectively, reflecting the bullish sentiment in the market [3][5]. Group 2: Supply Chain and Production Expansion - Micron Technology announced a $24 billion investment in Singapore to build a new NAND flash wafer plant, addressing the supply tightness exacerbated by AI demand [5]. - The global memory chip market is experiencing a supply-demand imbalance, with expectations of further price increases for server DRAM by over 60% in the first quarter due to low inventory levels [8]. Group 3: Long-term Supply Concerns - Industry experts predict that the memory chip shortage could persist for at least two to three years, driven by unprecedented demand from AI infrastructure investments [9][10]. - The CEO of Synopsys indicated that the majority of memory chips are currently directed towards AI applications, leaving other markets struggling with capacity shortages [10].