存储芯片涨价的真相，就是厂商们的一个“阳谋”_老虎社区_美港股上老虎

存储芯片涨价的真相，就是厂商们的一个“阳谋”

Ofweek维科网2025-10-08

最近存储芯片价格真的是涨疯了，DDR内存涨，NAND闪存涨，HBM也涨，并且是一轮又一轮连着涨。连带着与存储芯片相关的企业，最近应该也是赚大了，比如美光、SK海力士、三星等，连国内很多与存储相关的企业，其实与存储芯片关系不大，但在资本市场上，都是涨了一波又一波，有些企业直接市值就翻倍。那么为何存储芯片突然就涨价了，并且大涨特涨呢，这背后其实是一个“阳谋”，都是产能转移引起的连锁反应，这其实也在...

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Chaowei__MCG
·2025-10-09
三口锅两个盖，不涨价怎么办？
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21:20","market":"us","language":"zh","title":"存储芯片涨价的真相，就是厂商们的一个“阳谋”","url":"https://stock-news.laohu8.com/highlight/detail?id=2573929916","media":"Ofweek维科网","summary":"最近存储芯片价格真的是涨疯了，DDR内存涨，NAND闪存涨，HBM也涨，并且是一轮又一轮连着涨。那么为何存储芯片突然就涨价了，并且大涨特涨呢，这背后其实是一个“阳谋”，都是产能转移引起的连锁反应，这其实也在存储芯片厂商的预料之中的。可见，整个存储芯片涨价，其实就是这些厂商们，借着市场情况，精心设计好的一个局，说是“阳谋”也不为过。","content":"<html><body><article><p>最近存储芯片价格真的是涨疯了，DDR内存涨，NAND闪存涨，HBM也涨，并且是一轮又一轮连着涨。</p><p>连带着与存储芯片相关的企业，最近应该也是赚大了，比如<a href=\"https://laohu8.com/S/MU\">美光</a>、SK海力士、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等，连国内很多与存储相关的企业，其实与存储芯片关系不大，但在资本市场上，都是涨了一波又一波，有些企业直接市值就翻倍。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251008212051071d152o0oevb3aqw3\"/><p>那么为何存储芯片突然就涨价了，并且大涨特涨呢，这背后其实是一个“阳谋”，都是产能转移引起的连锁反应，这其实也在存储芯片厂商的预料之中的。</p><p>最开始是三星、SK海力士、美光们表示，不再推出DDR4内存了，要转向DDR5、HBM这样的更先进、更高端的产品，逐步淘汰掉DDR4。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202510/04110702132073.png\"/><p>而目前DDR4还有很大的使用场景，突然几大厂商说不生产DDR4了，所以整个市场马上就涨起来了，DDR4内存，甚至比DDR5还贵，价格到挂了，于是三星们，又说不停产了，但价格涨起来了，就不会涨下去了。</p><p>然后，因为AI火爆，需要大量的HBM内存，所以HBM内存肯定会涨价，这个是必然的，因为整个市场的HBM产能不够。</p><p>于是三星、SK海力士们，又说要将部分DDR5产能，调整至HBM上去，于是DDR5也跟着涨价，最终DDR4涨价、DDR5涨价、HBM涨价，一环套一环。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251008212111801d152nweekzv8ld1\"/><p>而在NAND闪存上，也是因为AI大爆发，需要大量服务器，而服务器需要SSD，另外目前电子数码产品回暖，比如手机、PC出货量稳定增长，也需要大量的NAND，于是NAND也跟着涨价。</p><p>可见，整个存储芯片涨价，其实就是这些厂商们，借着市场情况，精心设计好的一个局，说是“阳谋”也不为过。</p><p>但这种阳谋最无敌，谁也没有办法解决，只能让它涨价，因为芯片产能，真不是一下子就能够提升上来的，必须要有投入，需要时间，就算现在扩建，需要周期非常长，长到也许扩建完了，价格或许就跌了，所以也没谁敢随意去扩产，所以目前谁也解决不了当前的涨价问题。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储芯片涨价的真相，就是厂商们的一个“阳谋”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008212113a6b0cb0f&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近存储芯片价格真的是涨疯了，DDR内存涨，NAND闪存涨，HBM也涨，并且是一轮又一轮连着涨。连带着与存储芯片相关的企业，最近应该也是赚大了，比如美光、SK海力士、三星等，连国内很多与存储相关的企业，其实与存储芯片关系不大，但在资本市场上，都是涨了一波又一波，有些企业直接市值就翻倍。那么为何存储芯片突然就涨价了，并且大涨特涨呢，这背后其实是一个“阳谋”，都是产能转移引起的连锁反应，这其实也在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008212113a6b0cb0f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","HBM":"HudBay Minerals Inc","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 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ACC","BK4588":"碎股","BK4605":"半导体精选","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","MU":"美光科技","BK4168":"多种金属与采矿","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4543":"AI","BK4512":"苹果概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251008212113a6b0cb0f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2573929916","content_text":"最近存储芯片价格真的是涨疯了，DDR内存涨，NAND闪存涨，HBM也涨，并且是一轮又一轮连着涨。连带着与存储芯片相关的企业，最近应该也是赚大了，比如美光、SK海力士、三星等，连国内很多与存储相关的企业，其实与存储芯片关系不大，但在资本市场上，都是涨了一波又一波，有些企业直接市值就翻倍。那么为何存储芯片突然就涨价了，并且大涨特涨呢，这背后其实是一个“阳谋”，都是产能转移引起的连锁反应，这其实也在存储芯片厂商的预料之中的。最开始是三星、SK海力士、美光们表示，不再推出DDR4内存了，要转向DDR5、HBM这样的更先进、更高端的产品，逐步淘汰掉DDR4。而目前DDR4还有很大的使用场景，突然几大厂商说不生产DDR4了，所以整个市场马上就涨起来了，DDR4内存，甚至比DDR5还贵，价格到挂了，于是三星们，又说不停产了，但价格涨起来了，就不会涨下去了。然后，因为AI火爆，需要大量的HBM内存，所以HBM内存肯定会涨价，这个是必然的，因为整个市场的HBM产能不够。于是三星、SK海力士们，又说要将部分DDR5产能，调整至HBM上去，于是DDR5也跟着涨价，最终DDR4涨价、DDR5涨价、HBM涨价，一环套一环。而在NAND闪存上，也是因为AI大爆发，需要大量服务器，而服务器需要SSD，另外目前电子数码产品回暖，比如手机、PC出货量稳定增长，也需要大量的NAND，于是NAND也跟着涨价。可见，整个存储芯片涨价，其实就是这些厂商们，借着市场情况，精心设计好的一个局，说是“阳谋”也不为过。但这种阳谋最无敌，谁也没有办法解决，只能让它涨价，因为芯片产能，真不是一下子就能够提升上来的，必须要有投入，需要时间，就算现在扩建，需要周期非常长，长到也许扩建完了，价格或许就跌了，所以也没谁敢随意去扩产，所以目前谁也解决不了当前的涨价问题。","news_type":1,"symbols_score_info":{"MU":0.9,"HBM":0.87}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}