近日,全国多地电子设备经销商称,自9月份以来,内存条、硬盘等存储类产品价格迎来"狂飙式"涨价,各大 品牌电脑厂商也相继涨价。济南的情况如何?此轮价格涨幅会持续多久?对此,记者做了探访。 存储产品价格猛涨 线上线下同步走高 记者管悦济南报道 后续调价仍有空间 随着存储类产品价格持续上涨,戴尔、联想等几大PC厂商已开始上调产品价格。济南一家联想门店工作 人员表示,部分电脑产品已涨价一二百元,到年底,两三千元的笔记本电脑还得涨一百多元。惠普门店工作 人员也表示,产品已普遍上涨一两百元,还将进一步调整。华为、华硕等品牌门店工作人员则表示,现有产 品暂未涨价,后续新生产的产品价格大概率上调。 据TrendForce集邦咨询数据,2025年第三季度,DRAM(动态随机存取存储器)价格较去年同期大幅上涨 171.8%,远超同期国际现货黄金涨幅。 供需结构失衡致涨价 涨势或持续至明年上半年 12月25日,济南市华强电子市场内熙熙攘攘,多家主营电子产品、配件及数码周边的经销商齐聚于此。"从 9月份开始,内存条价格就跟'坐火箭'一样往上涨。"电子设备销售商李先生表示,不同型号产品涨幅差异 明显:畅销的新一代DDR5内存条,此前千 ...

Core Insights - The global storage product market has experienced unprecedented price increases since September, driven by the rising demand for storage in AI applications [1] - Storage products have transitioned from being a cost component in AI deployment to a strategic necessity in AI infrastructure, particularly for inference tasks [1] - Forecasts suggest that the average price of DRAM will increase by 58% year-on-year by 2026, indicating a prolonged cycle of high demand and pricing in the storage industry [1] Industry Trends - The storage industry is entering a "super cycle," with expectations of tight supply and demand conditions continuing through 2026 [1] - There is a surge in demand for innovative solutions to address AI inference storage challenges, with some clients already negotiating supply agreements extending to 2027 [1] - Companies are actively adapting to market trends, focusing on product innovation and expanding their market presence to maintain profitability [2] Company Developments - Companies like 澜起科技股份有限公司 are leading in the DDR5 memory interconnect chip sector, with significant sales growth in their third-generation RCD chips [2] - 深圳佰维存储科技股份有限公司 is experiencing rapid growth in enterprise-level products and has secured key supplier qualifications with major server manufacturers and internet companies [2]

Group 1: Memory Market Insights - High demand for memory, particularly Flash Memory and DRAM, is expected to continue driving prices upward [1] - Memory supply remains tight, with NAND experiencing a sharp price increase similar to DRAM starting in October, often seeing double-digit percentage hikes [1] - Major players in the DRAM market include SK Hynix, Samsung, and Micron Technology, while leading NAND manufacturers are Samsung, SK Hynix, Western Digital, Intel, and Micron Technology [1] Group 2: Quantum Computing and Supercomputing Trends - There is a growing interest in quantum computing within the commercial sector, with companies like IBM, Fujitsu, D-Wave, IonQ, and others being highlighted [2] - The latest list of the world's 500 most powerful supercomputers saw 45 new entrants, but none made it into the top ten, although this is expected to change with new projects from the U.S. Department of Energy [2] - NVIDIA remains the leading supplier for supercomputing systems, occupying 30 GPU slots and 6 CPU slots, while Intel secured 25 CPU slots and AMD obtained 18 slots (14 CPUs and 4 GPUs) [2]

Market Performance - The Shanghai Composite Index reached a new high, approaching 3500 points, with a closing price of 3497.48 points, marking a significant increase in investor confidence [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.39%, with a total of 4283 stocks rising in the Shanghai and Shenzhen markets [1] Solar Energy Sector - The solar energy sector saw a substantial surge, with the overall solar concept index rising by 2.06%, and 460 constituent stocks increasing in value [3] - Notable stocks included Shihang New Energy, which hit the 20% daily limit, and several others like Tongwei Co. and Aiko Solar, which also saw significant gains [2][3] - The Ministry of Industry and Information Technology held a meeting focused on promoting high-quality development in the solar industry, indicating potential future growth [3] Technology Sector - The technology sector experienced a strong performance, particularly in the computing power supply chain, with significant gains in PCB and semiconductor stocks [4] - Key drivers included better-than-expected earnings forecasts from leading companies and the initiation of the IPO process for a major DRAM manufacturer, which positively impacted the semiconductor industry [4] Gaming Sector - The gaming sector saw a notable increase, with a 2.77% overall rise, driven by stocks like Icefire Network and Electric Soul Network [5] - The approval of 158 new games by the National Press and Publication Administration marked a significant milestone, indicating a potential boost for the industry [6] - Huawei's announcement regarding the upcoming showcase of HarmonyOS games at the 2025 ChinaJoy exhibition further highlights the sector's growth potential [5][6]