最高70%！两大存储巨头打响2026年“涨价第一枪”

格隆汇01-06

刚进入一季度，存储芯片市场便迎来一颗“涨价核弹”。据《韩国经济日报》报道，全球两大存储巨头三星电子、SK海力士已计划在本季度将服务器DRAM的价格大幅调升60%至70%。这轮涨价的根源，在于人工智能的爆发式增长使得AI服务器需求激增，驱使主要芯片厂商将生产线更多地向利润丰厚的先进芯片（如HBM）倾斜，导致DRAM等传统存储产品的产能被严重挤占，供需失衡日益尖锐，最终引发了价格大幅上涨。存储芯片又...

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The two major storage giants launch the \"first shot of price increase\" in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1.86},"content_text":"刚进入一季度，存储芯片市场便迎来一颗“涨价核弹”。据《韩国经济日报》报道，全球两大存储巨头三星电子、SK海力士已计划在本季度将服务器DRAM的价格大幅调升60%至70%。这轮涨价的根源，在于人工智能的爆发式增长使得AI服务器需求激增，驱使主要芯片厂商将生产线更多地向利润丰厚的先进芯片（如HBM） 倾斜，导致DRAM等传统存储产品的产能被严重挤占，供需失衡日益尖锐，最终引发了价格大幅上涨。存储芯片又传来涨价自去年以来，存储芯片市场的涨价浪潮便势不可挡。闪迪、三星、美光等行业巨头接连数次调高合约价。去年11月，闪迪曾大幅调涨NAND闪存合约价格，涨幅高达50%；三星电子的服务器内存芯片合约价上调幅度更是达到60%。这一趋势在进入2026年后不仅没有缓和，反而因人工智能需求的持续爆发而愈演愈烈。市场研究机构TrendForce的最新调查显示，2026年一季度，DRAM供应商将继续把先进的制程节点和新增产能重新分配给服务器和HBM产品，以满足不断增长的AI服务器需求。这一转变显著限制了其他市场的供应，导致传统DRAM合约价格环比上涨约55%至60%。与此同时，NAND闪存供应商严格的产能管理，以及强劲的服务器需求挤占了其他应用的需求，可能会使所有NAND闪存产品类别的合约价格上涨33%至38%。三星联席首席执行官卢泰文用“前所未有且极其严重”来形容此次短缺。值得注意的是，这场始于上游晶圆厂的供应链震动，正以惊人的速度向下游传导，首当其冲的便是个人电脑市场。DRAMeXchange预计，高达50%的DRAM涨幅将严重扰乱PC供应链。分析公司IDC表示，包括联想、戴尔、惠普在内的全球主要PC制造商已集体向客户发出预警，确认将被迫提价15%至20%以应对成本压力。这对于组装市场与购买品牌整机的用户而言，都是一次无法避免的冲击。IDC更进一步指出：“随着越来越多的小型和大型语言模型部署到设备上，内存变得更加重要，许多高端系统都转向了32GB或更高的内存配置。正当业界意识到需要增加内存时，即便能够获得供应，增加内存的成本也变得极其高昂。这将导致价格上涨、利润下降，或者在最糟糕的时刻，新系统中内存容量的缩减。”科技巨头们疯狂抢购芯片当前，科技巨头们疯狂抢购芯片。有市场传言称，苹果公司与三星、SK海力士签订的DRAM芯片长期供应协议（LTA）将于本月到期。面对全球性的内存危机与价格飙升，苹果高管团队据称已为关键的续约谈判预订了长期酒店住宿，目标是与供应商锁定一份为期三年的新长期协议。据报道，苹果当前采购的12GBLPDDR5X内存芯片成本已达到每颗70美元，相较于2025年初的价格，涨幅高达230%。如此剧烈的成本上涨，也迫使谷歌、戴尔等科技巨头的高管们纷纷亲赴韩国，以确保充足的DRAM供应。业内普遍判断，供应紧张并非短期现象。美光首席执行官桑杰·梅赫罗特拉此前预计，内存短缺的局面在2026年之后仍将持续。此外，包括瑞银、摩根大通和野村证券在内的机构均预测，由人工智能需求驱动的存储芯片“超级周期”可能延续至2027年。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601332998?edition=full&lang=zh_cn","isCrawlerRequest":true}