在长沙一商场，消费者正在挑选固态硬盘。 "昨天问，固态硬盘价格还是650元，今天就涨到680元了。内存条更夸张，几个月前看的32G套条才800 多元，现在直接破2000元！"1月12日，湖南大学学生小刘拿着手机里的报价记录，对着商家的新价签满 脸纠结，"没想到每天都在涨，越等越贵"。 近期，存储市场上演的疯狂行情刷新了人们的认知，甚至有人开玩笑称："买硬盘、内存条胜过囤金 条。"1月12日，记者走访发现，从去年年底开始，内存条、固态硬盘价格就开启"狂飙模式"，其中内存 条"身价"普遍翻倍，部分高端型号涨幅超200%，主流品牌1TB硬盘价格涨幅在30%—80%之间。 ■文/图/视频 三湘都市报全媒体记者 卜岚 通讯员 刘鹰 王叮琳 价格每天都在变，热门产品"一货难求" "看不懂，也跟不上了！"游戏影音数码（长沙开福店）负责人段先生向记者展示了最近的报价台账，上 面记录的价格波动曲线上涨明显，"去年11月，我们店西部数据1TB移动固态硬盘售价为385元，2TB售 价为428元，现在分别卖691元、758元；闪迪E30 2TB的移动固态硬盘也从去年5月的829元涨到了1489 元。内存条方面，半年前卖700多元的3 ...

格隆汇12月10日｜据台湾工商时报，存储市场供需失衡急速升温，企业级与AI应用持续吸纳NAND Flash产能，使消费市场供货量急冻。根据供应链透露，由于NAND配额不足、成本暴涨，多家PC/笔记 本OEM厂正在重新调整2026年新品规格，包含512GBSSD，下修至256GB、1TB下修至512GB等级。存 储模组厂也透露，目前缺货程度远超过以往，多家同业手中库存仅能撑到2026年第一季，3月起部分厂 商无货可交，第二季后缺料将成为全面现象。龙头模组厂仍握有原厂合约保留量，但多半只能支撑上半 年需求，下半年市况将比现在更吃紧。此外，消费市场复苏未明朗，若PC、手机因存储涨价被迫提高 售价，需求恐再度反转，因此，原厂选择控产、维持供应紧缩，以支撑价格回稳。 ...

Core Viewpoint - The shortage and price increase of storage chips may continue for another two to three years, driven by the surge in AI demand, ultimately impacting consumers who will face higher prices for electronic devices like smartphones [1][24]. Market Dynamics - The storage chip market is currently experiencing significant price increases, with DDR5 memory prices rising by 307% in just over two months, and NAND Flash prices also seeing substantial weekly increases [5][6]. - The market is characterized by instability, with manufacturers often not providing clear pricing, leading to panic and confusion among buyers [6][12]. Supply and Demand Imbalance - Despite the price surges, the growth in end-user demand for devices like smartphones and PCs has not kept pace, with global smartphone shipments only increasing by 2.6% year-on-year [7][8]. - The current price increases are primarily driven by supply-side adjustments, as manufacturers are cautious about expanding production capacity after previous overproduction led to price drops [9][12]. AI Demand Impact - The explosion of demand for AI servers from major cloud service providers has redirected production capacity away from consumer electronics, leading to a scarcity of chips for smartphones and PCs [9][10]. - Major manufacturers like Samsung and SK Hynix are prioritizing high-bandwidth memory (HBM) and enterprise solid-state drives (eSSD) for AI applications, which are more profitable than traditional memory products [10][11]. Price Transmission to Consumers - The rising costs of memory components are expected to lead to significant price increases for smartphones and PCs, with manufacturers indicating that they cannot fully absorb the costs [16][18]. - Xiaomi and Lenovo have both acknowledged that the surge in memory prices will necessitate higher retail prices for their products in the coming year [16][19]. Market Segmentation - The storage market is becoming increasingly divided, with large clients having priority access to supply, while smaller brands face severe shortages and higher prices [12][19]. - The shift in focus towards AI has left many smaller players in the consumer electronics space struggling to secure necessary components, leading to a potential reshaping of the market landscape [19][22]. Long-term Outlook - The current supply constraints are expected to persist, with predictions indicating a 40%-50% increase in server storage demand against a supply growth of only 20%-30% [14]. - The ongoing supply-demand imbalance suggests that the price increases for storage chips will not revert to previous levels, making higher prices a new norm for consumers [20][24].

Core Viewpoint - Micron Technology (MU.US) shares rose over 4% to $234.33 amid news that Samsung Electronics has suspended October DDR5 DRAM contract pricing, leading to supply chain disruptions and a significant increase in spot market prices [1] Industry Summary - Samsung's decision to halt contract pricing for DDR5 DRAM has prompted SK Hynix and Micron to follow suit, resulting in a supply chain "shortage" with contract pricing expected to be delayed until mid-November [1] - The market consensus indicates that contract prices for storage are expected to rise in Q4, but the anticipated agreement by the end of October is now uncertain due to Samsung's reluctance to provide contract quotes [1] - The DDR5 spot price surged by 25% within a week as Samsung informed downstream customers of "no stock available," indicating a shift to a seller's market for storage [1] - Major storage manufacturers are tightening supply strategies, offering quotes only to long-term customers, which may lead to a norm where manufacturers do not provide quotes, pushing urgent customers to the spot market [1] - Although Q4 contract prices remain undecided, projections suggest that DDR5 prices could experience a "triple jump" increase of 30%-50% from Q4 this year to the first half of next year, with potential prices reaching $30 for 16Gb DDR5 by mid-2026 [1]