Core Viewpoint - The prices of server-related hardware, particularly storage chips and graphics cards, have surged dramatically due to supply constraints and increased demand driven by investments in AI infrastructure. This has led to significant price volatility in the market, affecting both buyers and sellers [2][3][5][12]. Price Trends - A server equipped with eight NVIDIA RTX 5090 graphics cards has seen its price rise from 300,000 yuan to 400,000 yuan within a month, indicating a 33.3% increase [2]. - The price of DDR4 64G server memory has doubled from approximately 1,500 yuan to 3,100 yuan in two months [3]. - High-frequency DDR5 memory prices have exceeded 13,000 yuan for second-hand parts, while new products are priced above 25,000 yuan (approximately 18,000 yuan) [6]. Market Behavior - Sellers are hesitant to stock inventory due to unpredictable price fluctuations, leading to a shift from traditional order placements to same-day pricing [3][4]. - Buyers are resorting to alternative strategies, such as purchasing second-hand laptops to extract valuable memory components, reflecting the high value of memory compared to other parts [4]. Supply Chain Dynamics - Major semiconductor companies are issuing price hikes for various products, with increases ranging from 15% to 80% due to rising costs and supply chain pressures [12][13]. - The demand for AI-related chips is causing a structural imbalance in supply, with companies like TSMC and SK Hynix reporting record revenues while others, like Intel, struggle with production issues [18][21][22]. Future Outlook - The ongoing price increases are expected to persist throughout 2026, with significant impacts on consumer electronics, including potential reductions in laptop shipments by 9.4% [22][23]. - The rising costs of storage and memory components may force manufacturers to either increase product prices by 10% to 20% or downgrade specifications to maintain cost balance [16].