文 | 万联万象，作者 | 万爷 这场存储芯片价格暴涨的背后，是AI产业对存储需求的指数级增长与供应链瓶颈的共同作用。 而在这场供需失衡的危机中，稀土金属正成为制约全球AI发展的关键要素。 涨价风暴 一场席卷全球的存储芯片涨价风暴，正揭示着AI产业繁荣背后的资源危机。 2025年第三季度的全球存储芯片市场，正经历着前所未有的价格风暴。根据集邦咨询最新数据显示，全 球DRAM芯片价格同比暴涨171.8%，NAND Flash价格涨幅也达到98.5%，部分产品现货价格甚至在一个 月内实现翻倍。这场价格地震的背后，是供需双方的严重失衡，以及AI产业爆发带来的结构性变革。 "16G DDR4内存条从180元涨到420元，1TB SSD价格翻倍至620元。"深圳华强北的商户们最近采取每日 进货策略，避免囤货风险。 在需求端，生成式AI浪潮的全面爆发对存储芯片提出了前所未有的要求。据美光科技最新测算，单台 AI服务器的DRAM使用量是普通服务器的8倍，NAND需求则是普通服务器的3倍。更值得注意的是，训 练一个大型语言模型就需要使用高达3-5TB的存储空间，而AI推理过程同样需要大量高速存储支持。这 种需求的结构性升级， ...

Core Viewpoint - A significant price surge is occurring in the storage chip market, particularly in Shenzhen's Huaqiangbei, surpassing previous trends seen in gold prices, with major smartphone manufacturers raising prices for flagship models due to increased storage chip costs [1][2][3]. Group 1: Price Surge Phenomenon - Storage product prices in Huaqiangbei have doubled, with DDR4 memory prices rising from 180-190 RMB to around 400 RMB, indicating a tight supply-demand relationship [5]. - Solid-state drive (SSD) prices have also surged, with a 1TB SSD now priced at 620 RMB, reflecting a doubling in price over the past month [7]. - The market is experiencing a "seller's market" as major manufacturers like Samsung have paused contract pricing for DDR5 DRAM, leading to supply chain disruptions [7][8]. Group 2: Causes of Price Increase - The price increase is primarily driven by a supply-demand imbalance, exacerbated by the rising demand for storage due to artificial intelligence (AI) applications [8][10]. - Major storage manufacturers have shifted production capacity towards high-bandwidth memory (HBM) and DDR5, reducing the availability of older technologies like DDR4 [10][11]. - The demand for AI servers significantly increases the DRAM and NAND requirements, with each AI server needing eight times the DRAM and three times the NAND of a standard server [11]. Group 3: Market Dynamics and Historical Context - The storage market has historically experienced cyclical price fluctuations, with the current cycle driven by AI infrastructure rather than consumer demand [14][15]. - The industry has seen three major cycles in the past decade, with the latest cycle beginning in 2024, characterized by AI-driven demand [14][15]. - The potential for overcapacity looms as manufacturers ramp up production in response to current demand, which could lead to future price corrections [15]. Group 4: Company Performance and Strategies - Major players like SK Hynix reported significant revenue growth, with a 39% increase in revenue and a 119% increase in net profit for the third quarter of 2025 [16]. - Companies like Jiangbolong and Baiwei Storage are actively increasing inventory to capitalize on the price surge, with Jiangbolong's net profit increasing by 1994.42% in the third quarter [18][19]. - Distributors like Xiangnong Xinchuan face challenges despite revenue growth, as their profit margins have decreased, highlighting the pressures within the midstream of the supply chain [22].

【#华强北存储产品价格飙升#】国产手机厂商旗舰新品集体涨价的背后，存储芯片是关键因素。深圳华 强北作为电子市场的重要风向标，存储产品价格出现大幅波动。多款存储产品价格翻倍，且价格变动频 繁，一天一个价。像16G DDR4内存条，价格从原本的180 - 190元涨至400元，网上价格更高。卖家称价 格不会降，还会继续上涨，原因是厂家告知芯片缺货。存储芯片的缺货，直接导致了存储产品价格的暴 涨，这一现象也被网友戏称为"年度最佳理财产品"，其价格上涨速度甚至超过了黄金。【#华强北存储 产品翻倍暴涨# 】#网友调侃存储设备暴涨快过黄金# 来源：@商界BUSINESS微博 ...