Group 1 - The core viewpoint of the article highlights the significant price increase in storage chips driven by the AI boom, with DDR4 16Gb memory prices expected to rise by 1800% and DDR5 16Gb by 500% by 2025 [1] - The price of a single 256G DDR5 server memory module has exceeded 40,000 yuan, indicating a dramatic increase in value that surpasses many properties in Shanghai [1] - The capital market reflects this price surge, with major storage stocks in the US experiencing substantial gains, such as SanDisk rising over 27% and Micron Technology reaching a market cap of over $380 billion [2] Group 2 - Industry experts warn of an unprecedented and severe shortage of memory chips, which will inevitably impact the prices of end products like smartphones [2] - Future projections indicate that the supply shortage of storage chips will persist into 2026 and beyond, benefiting companies like Micron that represent storage IDM manufacturers [2] - The semiconductor equipment market is expected to grow, with domestic companies improving their technology and increasing localization rates, positioning them well for future demand [2]

今日（1月7日），A股继续震荡上扬，上证指数日K线14连阳，并逼近4100点，北证50突破1500点，深 证成指、创业板指等也均创多年新高，成交保持平稳。 2025年，DDR4 16Gb规格内存价格涨幅高达1800%，DDR5 16Gb涨幅高达500%，512Gb NAND闪存涨 幅高达300%。而日前，三星再度表示，内存芯片短缺"前所未有"且"极其严重"，并警告这将对智能手 机等终端产品的价格产生"不可避免"的影响。 此外，随着AI等新兴产业需求的大爆发，全球对半导体设备投资快速增长。国际半导体产业协会 （SEMI）最新数据显示，2025年全球原始设备制造商（OEM）的半导体制造设备总销售额预计达1330 亿美元，同比增长13.7%，创历史新高。预计未来两年将继续增长，2026年和2027年分别达到1450亿美 元和1560亿美元。 弗若斯特沙利文则预计，2028年中国半导体光刻胶市场规模将达到150.3亿元，年复合增长率达18.5%。 招商证券表示，展望2026年—2027年，全球半导体设备市场空间持续增长，国内设备技术水平持续突 破，国产化率迎来1-N阶段大规模提升，伴随下游先进存储持续扩产，卡位良好及 ...