野村 证券分析师C.W. Chung与Eon Hwang在报告中指出，由于 存储芯片价格涨幅超预期，SK海力士第 一季度盈利表现可能更为强劲。分析师将这家韩国 芯片制造商的季度营业利润预测从之前的21万亿韩 元上调至29万亿韩元。报告称，DRAM与NAND存储产品的价格预计将分别环比增长56%和40%，增幅 快于野村此前预测的23%和20%。野村将SK海力士目标价上调42%至125万韩元，并维持买入评级。SK 海力士近期上涨4.5%，报90万韩元。 ...

格隆汇1月28日丨兆日科技(300333.SZ)在投资者互动平台表示，公司自主研发的密码芯片专用于电子支 付密码器系统，主要为加密核验功能，存储芯片价格上涨对公司密码芯片影响不大。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 三星及SK海力士近日揭晓，DRAM与NAND可能有双位数涨幅，价格循环持续上升。 AI数据中心需求持续扩张，带动存储产业供需结构加速翻转，价格走势成为市场高度关注焦点。业者 透露，韩厂三星及SK海力士最新合约价报价，预计1月底或2月初揭晓，价格趋势向上。 针对近日市场盛传「三星存储全面涨价80％」一说，台系模组厂及代理商皆反应，目前尚未收到三星 正式报价通知，不清楚该数字实际适用对象为何。 但可以确定的是，2026年第一季价格趋势明确向上，DRAM与NAND均朝双位数涨幅方向发展，价 格循环持续进入上升段。 在价格结构方面，业界也认为，DRAM与NAND第一季均呈双位数涨幅方向，但实际涨幅依客户层级 而异，CSP与高阶应用端承受较高涨幅，模组与通路端则相对温和。 业者强调，价格判断应以实际成交价与现货价走势为依据，近期RDIMM现货价格快速上扬，与部分 NAND客户须预付现金（deposit）才能取得配额，皆显示供应结构已转为卖方市场，价格形成逻辑 已与过去景气循环明显不同。 业者亦指出，当前原厂与客户普遍采取「包全年产能」的长约策略，但过往经验显示，若市况反转 ...

英特尔称， 存储芯片价格上涨，可能会在2026年伤害到个人电脑（PC）市场。 ...

格隆汇1月18日｜据中国经营报，存储芯片涨价潮从2025年持续到2026年，目前还在上涨。查阅装机助 手小程序发现，多款内存最近90天价格飞升。以宏碁掠夺者32G（16G×2）DDR5 6000 PallasⅡ为例， 该款内存2025年10月30日前后价格还在1300元附近，但2026年1月14日就飙涨到2700元左右。相关报道 显示，近期谷歌、微软等美国企业正紧急派遣采购人员飞往首尔，不计成本地争夺日益紧缺的DRAM货 源。 本轮存储芯片涨价潮已经蔓延到产业链中游封测行业，同时，下游厂商持续承压，并出现一定分化。受 访人士皆认为，本轮存储芯片涨价并非简单的"周期反弹"，涨价从去年延续至今年是周期因素与产业结 构升级共振的结果。对于存储芯片的未来价格走势，受访人士以及机构皆认为，2026年，存储芯片价格 将继续上涨，景气度至少延续到2026年上半年，市场对景气度持续到2026年之后的判断也在增多。 ...

Core Viewpoint - The laptop and smartphone markets are experiencing a new wave of price increases due to rising costs of key components such as memory and chips [1][4][5] Group 1: Price Increases - Major laptop brands like Lenovo, Dell, and HP have collectively raised prices by approximately 500 to 1500 yuan, while many new smartphone models have seen price increases of about 100 to 600 yuan compared to their predecessors [2] - Specific examples include the Honor MagicBook Pro 16 increasing by 1100 yuan, Pro 14 by 700 yuan, and Art 14 by 500 yuan [1] Group 2: Component Price Surge - The price of mobile storage chips has dramatically increased, with a 16GB memory chip rising from under 200 yuan to nearly 600 yuan, reflecting a surge of over 200% [4] - Predictions indicate that memory chip prices may rise by an additional 50% by the end of March, leading to an average smartphone price increase of 800 to 1000 yuan [4] Group 3: Supply and Demand Dynamics - The price hikes in core components are attributed to both supply and demand factors, with manufacturers implementing strict capacity controls and price increases to enhance profitability [4] - The demand for high-capacity and high-performance storage is driven by trends such as AI smartphones and AIPCs, alongside a market push for "large memory" devices [4] - The exponential growth in demand for storage products is also fueled by the global need for AI model training and data center construction [4]

当全球智能手机行业从"增长叙事"转向"价值叙事"，头部厂商不再盲目追求规模扩张，从多品牌独立冲锋走向协同作战的深度整合期。 2023年11月，realme发文称，其全球销量突破2亿台——"从0到1亿台，realme用时3年，从1亿台到2亿台，仅用时2年"。2025年8月，realme宣布，其手机 全球销量正式突破3亿台。 2026年伊始，OPPO便在手机圈投下重磅消息。 1月7日，OPPO方面对外确认，realme将回归OPPO，成为旗下子品牌，目的是进一步协同作战、整合资源。OPPO方面还表示，未来，OPPO与realme、一 加将共同为全球用户提供更具创新力和差异化的产品，以及更便捷周到的服务。 同时，realme CEO李炳忠将领导整体子品牌业务，一加中国区总裁李杰职责不变，realme新品将如期发布，同时将全面接入OPPO售后服务体系。 从李炳忠的个人履历来看，其2000年便加入步步高（002251）集团，从工程师起步，一步步做到步步高视听电子有限公司总经理。2010年，随着传统 DVD市场萎缩，李炳忠加入OPPO，进入手机市场，并于2013年10月开始担任OPPO海外业务负责人，带领OPPO海外业务 ...

Core Viewpoint - ASUS will suspend the launch of new smartphones, including ZenFone and ROG Phone, in 2026 due to regular business adjustments and rising component costs, particularly storage prices [1][4][5]. Group 1: Business Adjustments - ASUS confirmed that it will not release new smartphones in 2026, emphasizing that after-sales service and software updates will remain unchanged [1]. - The decision is attributed to significant increases in upstream component costs, making it difficult for ASUS to sustain its smartphone business [1][4]. - Industry insiders speculate that the rising storage prices are a primary factor behind this decision [1][4]. Group 2: Historical Context - ASUS began its mobile journey in 2003 with the launch of the J100 3G flip phone and gained traction with the ZenFone series in 2014, which was well-received in emerging markets [2]. - The ROG Phone series, launched in 2018, positioned ASUS among the top gaming phone brands, but the company has faced challenges due to market saturation and increased competition [2]. - ASUS's smartphone revenue has significantly declined, dropping from 18% in 2016 to approximately 1% in 2023, leading to a strategic focus on the ZenFone and ROG Phone lines [3]. Group 3: Market Conditions - The global smartphone market is experiencing a downturn, with forecasts for 2026 showing reduced shipment volumes, further pressuring manufacturers [5]. - The rising costs of DRAM have increased the bill of materials (BoM) for smartphones by approximately 25% for low-end, 15% for mid-range, and 10% for high-end devices [4]. - ASUS's smartphone shipments are projected to be only in the tens of thousands in 2025, with a significant portion concentrated in the Asia-Pacific region [5]. Group 4: Financial Performance - Despite the challenges in the smartphone sector, ASUS's overall performance remains strong, driven by AI servers and gaming products, with a revenue of 535.98 billion New Taiwan Dollars in the first three quarters of 2025, a 24% year-on-year increase [5]. - However, the rising costs have impacted profitability, with a 9% decline in gross profit year-on-year, leading to a net profit decrease of 16% [5]. Group 5: Future Directions - ASUS is shifting its focus towards AI infrastructure, with plans to enhance its server business, which is approaching 20% of total revenue [6]. - The company is also considering price adjustments for its PC products due to rising storage costs, indicating a broader trend in the industry [7]. - There are rumors about ASUS entering the DRAM manufacturing market to stabilize its supply chain, although the company has denied these claims [7].

1月7日，"1盒内存条堪比上海1套房"的话题登上百度热搜。 TrendForce集邦咨询最新调查显示，2026年第一季度，由于DRAM（动态随机存取内存）原厂大规模转 移先进制程、新产能至服务器、HBM（高带宽内存）应用，以满足AI服务器需求，导致其他市场供给 严重紧缩，预估传统DRAM合约价将比上一季度增长55%—60%，NAND闪存产品类别的合约价格将上 涨33%—38%。预计一季度服务器DRAM的价格将环比上涨超60%。 据媒体报道，以256G的DDR5服务器内存为例，单条价格超过4万元，如果按1盒100条计算，其价格已 超过上海部分房产。 英伟达CEO黄仁勋在2026年国际消费电子展（CES 2026）上提到了存储的重要性。他表示，存储"目前 仍是一个完全未被开发的市场"。AI驱动的存储需求已经超过了现有基础设施的容量。 1月7日，A股存储芯片板块爆发，彤程新材、恒坤新材等多股涨停。 上市公司纷纷回应 商络电子1月7日在互动平台上表示，存储涨价可能带动代理协议价格调整。公司会紧盯上下游供需，做 好需求匹配和衔接工作，保障供应链稳定与成本可控。 利扬芯片日前在互动平台回应称，公司部分产品线的测试产能较为 ...

Core Viewpoint - The article highlights the recent fire incident at Samsung's Hwaseong factory in South Korea, emphasizing the factory's significance in semiconductor production and the ongoing price surge in global memory chips, which has implications for consumer electronics pricing in the coming years [2][4]. Group 1: Incident Overview - A fire occurred at Samsung's Hwaseong factory, reportedly caused by a pump's carbonization [4]. - The internal fire department responded quickly, and the fire was extinguished without any production interruption or injuries reported [4]. Group 2: Industry Impact - The global memory chip market is experiencing a significant price increase, with spot prices rising over 300% since September [4]. - Experts suggest that this price trend will lead to further increases in the prices of major consumer electronics such as smartphones and computers by 2026 [4].