每周观察 | 1Q26存储器价格全面上涨，各类产品季增幅将创历史新高；1Q26全球MLCC市场呈两极分化…

Group 1 - The core viewpoint of the article indicates that the prices of memory products, including DRAM and NAND Flash, are expected to rise significantly in the first quarter of 2026 due to increased demand from AI and data centers, leading to a supply-demand imbalance [2][4] Group 2 - For DRAM products, the revised price growth estimates for Q1 2026 are as follows: - PC DRAM (DDR4&DDR5 blended) is expected to increase by 105-110% - Server DRAM (DDR4&DDR5 blended) is projected to rise by 88-93% - Mobile DRAM (LPDDR4X) is anticipated to grow by 88-93% and (LPDDR5X) by 88-93% - Total DRAM (Conventional DRAM) is forecasted to increase by 90-95% [4] - The NAND Flash contract price is also expected to see a significant increase, with a revised growth estimate of 55-60% for Q1 2026, up from the previous estimate of 33-38% [2][4] Group 3 - The MLCC market is experiencing a bifurcation in Q1 2026, with high-end demand driven by "Embodied AI" applications witnessing a surge, while mid-to-low-end MLCCs are facing operational pressures due to seasonal effects and rising raw material costs impacting traditional consumer electronics [6]