Core Viewpoint - The memory prices are experiencing an unprecedented surge, with a projected increase of 80%-90% by the first quarter of 2026, primarily driven by a significant rise in DRAM prices for general servers [1] Group 1: Memory Price Trends - As of the first quarter, DRAM prices have significantly increased, with server-grade memory, specifically the 64GB RDIMM contract price, rising from $450 in the fourth quarter to over $900 in the first quarter, and expected to exceed $1000 in the second quarter [1] - NAND flash memory, which showed stable performance in the fourth quarter, is also projected to rise by 80%-90% in the first quarter [1] - The market is witnessing a comprehensive price increase across all categories and segments, including a rise in prices for certain HBM 3e products [1]
内存价格飙升 90%
程序员的那些事·2026-02-10 09:00