刚刚，利好突袭！突然飙涨90%！

Core Viewpoint - The storage price surge is ongoing, with memory prices expected to rise by 80%-90% quarter-on-quarter by Q1 2026, marking an unprecedented increase in the market [2][3]. Group 1: Price Trends and Market Dynamics - Counterpoint's report indicates that the primary driver of the current price surge is the significant increase in server-grade DRAM prices, with 64GB RDIMM contract prices rising from $450 in Q4 2022 to over $900 in Q1 2023, and potentially exceeding $1,000 in Q2 2023 [3]. - TrendForce has revised its forecasts for Q1 2023, predicting a 90%-95% increase in Conventional DRAM contract prices and a 55%-60% increase in NAND Flash contract prices, reflecting a tightening supply-demand balance [5]. - Goldman Sachs has raised its expectations for the supply shortage in the memory chip market, predicting a 4.9% and 2.5% shortfall for DRAM in 2026 and 2027, respectively, marking the most severe shortage in 15 years [6]. Group 2: Demand Drivers - The demand for memory chips is being driven primarily by cloud service providers (CSPs), which are purchasing in large volumes and are less sensitive to price increases compared to previous cycles [5]. - The AI boom is significantly impacting the storage market, with the value of the memory industry projected to reach $551.6 billion by 2026, driven by increased demand for high-capacity, high-bandwidth DRAM in server applications [4]. - The strong growth in enterprise SSD demand is also a key factor, with Goldman Sachs forecasting a 58% and 23% growth rate for enterprise SSDs in 2026 and 2027, respectively [7]. Group 3: Market Outlook - The current price increase cycle is expected to continue until mid-2026, with major players like Samsung and SK Hynix raising contract prices significantly [7][8]. - The storage market is anticipated to experience a year of performance release in 2026, with limited new supply expected, suggesting a sustained trend of tight supply [8]. - Companies in the storage, equipment, and related industry chains are recommended for investment opportunities due to the ongoing demand and price dynamics [8].