最高70%！两大存储巨头打响2026年“涨价第一枪”_老虎社区_美港股上老虎

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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