一盒内存条=一套房？老黄在CES上放了把火，存储市场直接炸了！ 1月5日CES展上，英伟达CEO黄仁勋不光秀了新一代AI芯片，还特别强调将引入全新的存储技术层级。 这话一落地，本就热到发烫的存储赛道，直接迎来烈火烹油的劲爆场面！ 其实啊，早在黄仁勋发话之前，存储芯片涨价的剧本就已经开演了，靠着全球涨价潮+ 国产替代的双重 Buff加持，存储板块从2025年4月就一路开挂，指数累计涨幅超60%。 个股表现更是卷到飞起！江波龙股价从2025年初的低点直接飙涨超170%，香农芯创更是涨超400%，好 多核心选手都接连刷出历史新高！ 有涨价这个硬底气撑腰，再加上黄仁勋这波神助攻，1月7日，A股存储板块直接嗨翻，整个板块涨幅拉 满，牛股多到数不过来！ 1月7日，芯源微、南大光电、雷科防务等多家公司直接涨停封死！兆易创新、澜起科技这些大佬，也分 别涨了4.67%和1.63%——整个板块强势走高，满屏飘红。 投行更是放出狠话：今年服务器内存价格最高能涨144%！存储的涨价趋势或将贯穿整个2026年。 现在行业里都在传：内存价格一天一个样！256G的DDR5服务器内存，单条价格直接冲破4万，买一盒 100根就得花400万！这 ...

22.99 万元起，新一代小米 SU7 官宣 一盒内存条价值堪比上海一套房，DDR5 现货大涨 307% ♂️ 前苹果 iPhone Air 设计师加盟 AI 初创公司 Hark ❌ 字节跳动否认造车传闻 马斯克：安全不是 Roadster 的首要目标 曝 realme 将回归 OPPO 1 亿玩家贡献 16 亿美元，Steam 迎史上最赚钱月份 Google 与 XREAL 深化 XR 战略 罗技 Logi Options+ 全球宕机：Mac 用户鼠标集体「掉驱动」 联想 CEO：未来 3-4 年内联想与英伟达业务合作规模将翻四番 直播电商新规发布：数字人主播需标识提示 黄仁勋：今年将出现「人类级别」机器人，物理 AI 时刻即将到来 ChatGPT「AI 健康管家」来了 22.99 万元起，新一代小米 SU7 官宣 雷鸟创新发布全球首款 eSIM AR 眼镜 宜家中国宣布关闭 7 家门店 两部门新规发布：明令禁止大数据「杀熟」、禁止强制「仅退款」等行为 小米开篇即强调「安全是基础和前提」。据介绍，新车采用 2200MPa 超强钢构建「内嵌式防滚架」，全系标配 9 个气囊，并新增后排侧气囊。针对纯电 车型底部 ...

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 Insights - The price of DDR4 memory has surged over twofold, with 16GB modules exceeding 500 yuan, leading industry professionals to humorously label it as one of the best investment products of the year [1] - The global demand for memory chips is tightening due to the AI chip manufacturing boom, causing panic buying among customers and further driving up prices [1] - Major memory manufacturers like Samsung are experiencing a significant stock price rebound as they shift focus towards high-bandwidth memory (HBM) production in response to the AI and high-performance computing demand [1][2] Industry Trends - The global DRAM market is witnessing a shift as companies like Samsung and SK Hynix plan to reduce production of DDR4 chips and transition to higher-margin products like DDR5 and HBM starting in early 2025 [2] - The AI infrastructure investment from tech giants is projected to reach $400 billion this year, coinciding with a new upgrade cycle for traditional data centers and personal computers, exacerbating the supply tightness of non-HBM memory chips [2] - The average inventory cycle for DRAM chips has dropped to eight weeks, significantly lower than the ten weeks from the previous year and 31 weeks at the beginning of 2023 [6] Market Dynamics - The current shortage and price increase of DRAM, NAND flash, SSD, and mechanical hard drives are unprecedented in the industry, with expectations of a significant market upturn starting in Q4 [7] - If the current price trend continues, the profitability of non-HBM memory chips may surpass that of HBM next year, with Samsung's DRAM operating profit margin around 40% and HBM at 60% for the July-September period [8] - Memory chip manufacturers have seen substantial stock price increases this year, with Samsung's stock rising over 80%, SK Hynix by 170%, and Micron by 140% [8] Cautionary Notes - Some analysts caution against overhyping the "super cycle," suggesting that the industry is currently experiencing a classic shortage cycle that typically lasts one to two years, with a predicted downturn in the chip industry by 2027 [9]

Core Insights - The memory prices are expected to surge in 2025, with DDR4 prices more than doubling, as demand increases due to the AI chip manufacturing boom [1][2] - The global memory chip industry is entering what analysts refer to as a "super cycle," driven by tight supply and increased demand from various sectors [1][2] - Major memory manufacturers like Samsung and SK Hynix are shifting production capacity towards higher-margin products like DDR5 and HBM chips, moving away from DDR4 [2][8] Industry Trends - The demand for DRAM chips has surged, with reports indicating that the average inventory cycle for DRAM chips has dropped to just eight weeks, significantly lower than previous periods [7] - The average price of DDR5 server memory modules has skyrocketed, indicating a shift in market dynamics favoring memory manufacturers [3][8] - The AI boom is coinciding with a new upgrade cycle for traditional data centers and personal computers, further tightening the supply of non-HBM memory chips [2][3] Financial Performance - Memory chip manufacturers are experiencing significant profit margins, with Samsung's standard DRAM business operating profit margin around 40% and HBM at 60% [8] - Stock prices for major memory manufacturers have surged, with Samsung's stock up over 80%, SK Hynix up 170%, and Micron up 140% year-to-date [8] - The current shortage and price increases in memory chips are leading some companies to pass on costs to consumers, as seen with Raspberry Pi's recent price hike [8] Market Outlook - The current market conditions are being described as a classic short supply cycle, with some analysts cautioning against overhyping the "super cycle" narrative [9] - Predictions indicate that the chip industry may enter a recession by 2027, suggesting that the current boom may not be sustainable in the long term [9]

Core Viewpoint - The memory chip market is experiencing a significant price surge, particularly for DDR4 memory, driven by increased demand from AI chip manufacturers and panic buying from customers [2][3]. Group 1: Market Dynamics - The supply of ordinary storage chips is tightening, leading to what analysts describe as a "super cycle" in the global memory chip industry, with manufacturers ramping up purchases [3][4]. - Recent months have seen a surge in demand, with customers adopting double or triple ordering strategies reminiscent of previous shortages [3][4]. - Major tech companies are expected to invest $400 billion in AI infrastructure this year, further driving demand for memory chips [4]. Group 2: Production Shifts - Since the launch of ChatGPT in November 2022, memory chip manufacturers have been shifting production capacity towards high-bandwidth memory (HBM) chips to meet the rising demand from AI and high-performance computing [3][4]. - Companies like Samsung and SK Hynix are transitioning away from DDR4 production to focus on more profitable and advanced products like DDR5 and HBM, with plans to cease DDR4 production by late 2025 to early 2026 [3][4]. Group 3: Price Trends - DRAM spot prices have nearly doubled year-on-year by September, following a modest 4% increase in April [5]. - The average inventory cycle for DRAM chips has dropped to eight weeks, significantly lower than the ten weeks from the previous year and 31 weeks at the beginning of 2023 [8]. - The current shortage and price increases in DRAM, NAND flash, SSDs, and mechanical hard drives are unprecedented in the industry [11]. Group 4: Profitability and Stock Performance - If the current price trends continue, the profitability of non-HBM memory chips may surpass that of HBM chips next year, with Samsung's DRAM business operating profit margin around 40% and HBM at 60% for the July-September period [13]. - The rising memory chip prices are exerting additional cost pressures on consumer electronics and server manufacturers, leading some to pass these costs onto consumers [13]. - Memory chip manufacturers' stock prices have surged this year, with Samsung up over 80%, SK Hynix up 170%, and Micron up 140% [13]. Group 5: Market Outlook - Some investors are cautious about signs of an AI bubble, with predictions that the chip industry may enter a recession by 2027 [14].

Core Insights - The global chip manufacturers are increasingly focused on producing AI chips, leading to a tightening supply of traditional chips used in smartphones, computers, and servers, which has caused panic buying and significant price increases [1][2] - The AI boom has unexpectedly benefited storage chip manufacturers, such as Samsung Electronics, as price fluctuations have boosted their stock prices [1][2] - The supply of conventional semiconductors has become critically tight, with equipment manufacturers hoarding storage chips, pushing the global storage chip industry into what some analysts call a "super cycle" [1][2] Supply Chain Dynamics - Since the launch of ChatGPT in November 2022, storage chip manufacturers have been reallocating capacity to produce high-bandwidth memory (HBM) chips for NVIDIA's powerful AI chipsets, leading to supply shortages [1][2] - The average inventory cycle for DRAM chips has decreased from 10 weeks last year and 31 weeks at the beginning of 2023 to just 8 weeks [3] Market Trends - Major tech companies, including Google, Amazon, Meta, Microsoft, and CoreWeave, are expected to invest $400 billion in AI infrastructure this year, driving demand for chips [2] - The price of DRAM chips has nearly doubled year-on-year as of September, compared to a mere 4% increase in April [2] Profitability Outlook - If the current price increase trend continues, non-HBM storage chips are expected to become more profitable than HBM chips next year, with Samsung's ordinary DRAM chip operating profit margin estimated at 40% and HBM chips at 60% for Q3 [6] - The stock prices of storage chip manufacturers have surged this year, with Samsung's stock rising over 80%, SK Hynix's by 170%, and Micron's by 140% [9] Consumer Impact - The soaring chip prices may increase profit pressures on consumer electronics and server manufacturers, who are already facing cost hikes due to U.S. tariffs and potential supply chain disruptions from China's rare earth export restrictions [7][8] - Some manufacturers are passing cost pressures onto consumers, as seen with Raspberry Pi announcing a price increase due to storage costs rising by approximately 120% compared to last year [8] Cautious Sentiment on "Super Cycle" - While the profitability of non-HBM chips is rising, there is caution regarding the sustainability of the "super cycle," with some analysts suggesting that the industry is experiencing a typical shortage period that may last one to two years [9] - Investors remain wary of potential AI bubble signs, and while Samsung is expected to benefit from the current trend, there are concerns about its ability to close the gap with competitors in the HBM chip sector [9]