| Ultra2 V90 SD存储卡 | 现售价格 | 调整后售价 | | --- | --- | --- | | 256G | ਰੇਰੇਰ | 1390 | | 512G | ਰੇਰੇਰ | 2590 | | 11 | 4190 | 5680 | | 2T | 8290 | 9990 | | CFB4.0高速存储卡 | 现售价格 | 调整后售价 | | 512G | 960 | 960 (不变) | | IT | 095t | 1680 | | 21 | 2180 | 2690 | | 4T | ਤੇਰੇਰਿ | 5160 | 此次涨价包括Ultra2 V90 SD存储卡和CFB 4.0高速存储卡，涨价幅度为120元至1700元。 据媒体援引第三方调研机构数据，存储芯片领域两大主要产品类别DRAM与NAND Flash现货价格9月至今均已累计上涨超过300%。 近日，影视飓风发布价格调整说明称，由于核心原材料芯片全球性供应链紧张导致的成本上升，为维持持续稳定的产品供应，自2026年1月5日12点起，上调 受影响的存储卡型号价格。 值得关注的是，截至2025年底，全球上游存储芯片正经历一轮强涨价周期，主要由于 ...

Group 1 - The global competition for AI computing power has intensified, making high-performance memory like HBM a strategic resource, with major tech companies like Microsoft, Google, and Meta establishing procurement teams in South Korea to secure limited capacities from Samsung and SK Hynix [1] - Google has recently laid off some procurement leaders due to failure in signing long-term agreements, which has led to supply chain risks, highlighting the tight supply situation for storage chips [1] - The price increase cycle for storage chips is expected to start in Q3 2025, with Samsung, SK Hynix, and Micron collectively raising contract prices for DRAM and NAND Flash by up to 60%, driven by the dual demand from AI servers and smartphone upgrades [1] Group 2 - HBM is projected to reach a global market size of $5.61 billion in 2024, with an expected growth to $57.09 billion by 2034, reflecting a compound annual growth rate of 26.1%, as leading manufacturers prepare for HBM4 mass production [2] - The price increase in storage chips has affected various sectors including HBM, storage modules, and automotive-grade storage, indicating a comprehensive impact across the supply chain, with domestic storage industries poised for rapid development during this super cycle [2] Group 3 - Demingli, a company focused on the storage industry, is expected to quickly realize short-term benefits from inventory price increases and restocking due to its core control chip-based storage solutions [3] - Zhaoyi Innovation, a leading fabless Flash supplier, is involved in multiple storage categories including NOR, NAND, and DRAM, positioning itself favorably in the market [4]

"这是我从事存储行业以来见过的最猛一次涨价。"一名资深的存储产业高管感慨道。 10月以来，受AI需求推动，三星、海力士、美光、闪存等巨头不断上调产品价格，存储行业开启了"超 级周期"。期间，三星电子等一度暂停DDR5 DRAM合约报价，引发供应链"断粮"危机。 瑞银预计，今年第四季度，DDR（双倍数据率内存）合约定价预计季增35%、NAND（闪存）价格上涨 20%，这一轮涨价幅度远超此前预期。不仅如此，2026年第一季的DDR合约价，更将进一步上涨30%， NAND价格上涨20%。 相关影响很快传导至A股市场。Wind数据显示，今年下半年以来，香农芯创、东芯股份、江波龙、佰维 存储股价分别上涨了294.51%、291.19%、195.51%、67.17%。 "存储是个强周期行业，大概三年一个周期，但AI需求至少把周期拉长了一年，现在行业一致判断行情 至少会持续到2026年底。这里有个关键变量，全球存储龙头在之前的下跌周期里，持续降价，把存储价 格压到了历史极低值，现在存储价格反弹上来也不扩产，这就导致市场焦虑性扫货，进一步助推了涨 价。"深圳一家存储行业上市公司高管李森（化名）在接受21世纪经济报道记者采访时 ...

摘要 韩国两大存储芯片巨头三星与SK海力士正加快内存生产、美光科技转而专注于满足高性能人工智能芯 片的需求……在AI引爆存储需求以及行业产能调整等多重因素的影响下，过去几个月，全球"存储荒"愈 演愈烈。早在今年9月、10月，三大存储巨头纷纷上调产品价格。机构称，伴随存储现货平均价全面持 续上扬，全球存储芯片市场已正式开启新一轮成长周期。 投资要点 全球"存储荒"愈演愈烈 AI驱动的存储超级周期 机构关注 全球"存储荒"愈演愈烈 在AI引爆存储需求以及行业产能调整等多重因素的影响下，过去几个月，全球"存储荒"愈演愈烈。 据智通财经，韩国两大存储芯片巨头三星与SK海力士正加快内存生产，以应对来自AI的需求。全球存 储巨头SK海力士警告称，DRAM（动态随机存取存储器）供应短缺状况将持续至2028年。其比大多数 主流投行机构的预测更为严峻。此前，包括瑞银、摩根大通、野村证券在内的国际大行均预测，DRAM 短缺将持续至2027年。 早在今年9月、10月，三大存储巨头纷纷上调产品价格。 2025年9月14日，Micron宣布上调存储产品价格20%-30%，其中DRAM品类下的DDR4、DDR5及移动 DRAM（LPDD ...

Group 1 - Semiconductor sector shows strong rebound with stocks like Dongxin Co., Huahong Semiconductor, and Fudan Microelectronics rising by 8.12%, 4.04%, and 2% respectively, driving the Southern Science and Technology Chip ETF up by 1.18% and a year-to-date increase of 56% [1] - The rebound is driven by a combination of rising memory chip prices and domestic IPOs, with Samsung increasing memory chip prices by 30%-60% in November and global storage market size reaching $58.459 billion in Q3, expected to hit a new quarterly high in Q4 [1] - SMIC reported record high revenue in Q3 and indicated a supply shortage in the storage industry, predicting that high price levels will persist [1] Group 2 - The Southern Science and Technology Chip ETF tracks the semiconductor index covering upstream to downstream sectors, with a current size of 2.559 billion yuan and a year-to-date increase of 336.64% in fund shares [1] - Despite a weak overall performance in the semiconductor sector last week, the long-term development logic remains unchanged, emphasizing supply chain security and self-sufficiency as long-term trends [2] - The domestic substitution strategy for equipment and materials is considered robust, with digital chips being the core carrier for computing autonomy and advanced packaging benefiting from technological upgrades [2]