拆电脑偷内存条，为何如今内存价格如此离谱？_老虎社区_美港股上老虎

拆电脑偷内存条，为何如今内存价格如此离谱？

中关村在线01-23

前不久，有网友在韩国论坛发帖，称有窃贼翻进办公室，不偷别的，专门砸碎机箱，偷走了4块美光CL46 5600 32GB固态硬盘。尽管设备投保财产险，但如今内存价格剧烈波动，保险公司对损失评估面临困难，理赔流程因此受到显著影响。不只是电脑内存，手机圈也因为内存涨价，新机售价一直压不下去，小米董事长兼CEO雷军就曾在个人微博上表示“最近内存涨价实在太多”。如今，内存涨价飞快是实打实的，，究竟为何售价会...

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32GB固态硬盘。尽管设备投保财产险，但如今内存价格剧烈波动，保险公司对损失评估面临困难，理赔流程因此受到显著影响。不只是电脑内存，手机圈也因为内存涨价，新机售价一直压不下去，小米董事长兼CEO雷军就曾在个人微博上表示“最近内存涨价实在太多”。如今，内存涨价飞快是实打实的，，究竟为何售价会...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123063735a6a21487&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0158827948.USD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123063735a6a21487&s=b","article_id":"2605044355","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123063735a6a21487&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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Why is the memory price so outrageous now?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD3.UK":0.6,"NVDW":0.6,"NVII":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVD":0.6,"NVDS":0.6,"NVDU":0.6,"MU":1.88,"NVDY":0.6,"DIPS":0.6,"NVDG":0.6,"NVIW.SI":0.6,"NVDQ":0.6,"NVD2.UK":0.6},"content_text":"前不久，有网友在韩国论坛发帖，称有窃贼翻进办公室，不偷别的，专门砸碎机箱，偷走了4块美光CL46 5600 32GB固态硬盘。尽管设备投保财产险，但如今内存价格剧烈波动，保险公司对损失评估面临困难，理赔流程因此受到显著影响。不只是电脑内存，手机圈也因为内存涨价，新机售价一直压不下去，小米董事长兼CEO雷军就曾在个人微博上表示“最近内存涨价实在太多”。如今，内存涨价飞快是实打实的，，究竟为何售价会如此离谱？今天我们就来简单盘盘个中缘由。目前主流看法认为，内存涨价，还是因为最近AI的“崛起”。AI模型，特别是大语言模型或图像生成模型在训练和运行时需要处理海量数据，这些数据必须快速读入、计算、再输出，这就要求电脑配备更大容量、更高速度的内存和显存。同时，AI系统依赖大量数据在CPU、GPU和内存之间高速传输。如果内存速度慢或容量小，就会拖慢整个AI运算。因此，像英伟达这样的公司推出的AI芯片，往往搭配昂贵的高带宽内存。而这类先进内存技术复杂、产能有限，一旦AI需求暴增，厂商供不应求。那有人问了，一般用户平时购买的内存条也没那么快，为什么也涨价呢？其实道理也很简单，因为内存厂都开始全力供给AI使用，少做，甚至不做消费级内存了。全球内存芯片行业的三巨头之一美光科技曾于去年12月宣布，将终止旗下广受欢迎的英睿达品牌消费级内存业务，货少了，商家开的价自然也就水涨船高。那为什么内存厂商不多开产线，多做内存呢？巨头们自然想，但目前用于制造芯片的晶圆厂早已处于满负荷生产状态，许多即将上线的产能，如也主要主要供给AI需求，对一般消费市场也不会有太大作用，内存短缺大概率将持续更长时间。还有另一种观点认为，内存厂不扩大产线是谨慎，减少风险。过去二、三十年间内存市场曾经历过多次“需求激增——价格疯涨——扩大产能——产能过剩——价格回跌——减产保价”的循环，内存厂巨头们也吸取了不少教训，这次自然就不会贸然提升产能了。有消息称，三星2026年的DRAM产能预计仅增长约5%，达到约800万片晶圆，这些产能想必也不会对市场价格带来多大的影响。那说了这么多，内存价格到底会不会降，多久能降？从理论上看需要满足两个条件：一是AI服务器采购高峰过去，二是高端内存产能大幅释放、供需趋于平衡。目前主流机构预测，AI基础设施建设至少将持续到2027–2028年，这对渴求购买内存的DIY玩家们，可能算不上好消息。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}