以下文章来源于酷玩实验室 ，作者酷玩实验室 酷玩实验室 . 关注中国科技发展与产业升级！ 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 01 等等党永远的痛 当图吧攒机老哥在几个月前发帖吐槽内存条和固态硬盘越来越贵时，或许很少有人会想到， 一场 席卷整个消费电子行业的内存涨价风暴，已经悄然开启。 如今打开电商平台，任意挑选一款16GB DDR5 内存条，已经很难找到800元以下的产品；一块 最基础的M.2接口固态硬盘，每TB价格将近800块钱， 而就在今年年初，同样规格的产品只需要 不到一半价钱就能拿下。 此番场景不禁让人会回想起几年前挖矿狂热时那批被炒至天价的游戏显卡，稍微有点不同的是，相 较于矿场散户囤货居奇， 这次出手大肆扫货的金主是资金流更加充沛且稳定的各大AI巨头。 以上这些都只是目前我们可以感知到的最直接的变化。 随着这轮内存涨价压力继续传递， 接下来包括手机、平板、PC等一系列消费电子产品售价都会受 到不同程度的影响 ， 特别是大部分中低端千元机，相较于旗舰手机这部分机型由于内存原本 ...

Group 1 - The core issue of rising memory prices is driven by increased demand from AI giants, leading to significant price hikes in consumer electronics [1][8][9] - The price of 16GB DDR5 memory has surged, with current prices rarely falling below 800 yuan, compared to less than half that earlier this year [1][8] - AI server requirements are substantially higher, with DRAM memory needs being eight times that of regular servers, and NAND flash needs three times higher [10][11] Group 2 - The memory industry is experiencing a "super cycle," with DRAM prices reaching historical highs and expected to remain elevated until at least mid-2026 [16][19] - Major players like Samsung and SK Hynix are shifting production capacity towards high-bandwidth memory (HBM) to meet the surging demand from AI data centers [15][24] - The Korean semiconductor industry is benefiting significantly from this cycle, regaining pricing power after years of low prices due to oversupply [19][20] Group 3 - Domestic memory manufacturers, such as Yangtze Memory Technologies and ChangXin Memory Technologies, are emerging as competitors in the market, focusing on NAND and DRAM technologies respectively [33][34] - The Chinese memory industry has developed a complete supply chain, with various companies contributing to the production and technology advancements [40][41] - Despite the challenges, the rise of domestic players indicates a potential shift in the global memory market dynamics, with a focus on high-value products and technology upgrades [40][41]