2026-01-05 23:20:11

Recently, industry news has attracted attention. According to Korean media reports, Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60%-70% in the first quarter of 2026 compared to the previous quarter. What does this mean? Looking back at the market rhythm, server DRAM prices have already increased by 50% in the fourth quarter, and further rises are expected on this basis. Behind this price hike cycle is the sustained high demand for global AI chips, and the expansion of data centers is gradually easing the pressure on DRAM supply.

For the domestic market, this signal is especially worth noting. The local DRAM industry has long been in a catch-up phase, but against the backdrop of the global chip cycle's upward trend, related industry chain companies are also expected to share this wave of benefits. From chip design to manufacturing, and then to memory fields, the entire semiconductor industry chain is entering a new period of opportunity. For investors focusing on the semiconductor track and storage chip sectors, such structural opportunities are worth close attention.

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GateUser-a5fa8bd0

· 01-08 20:03

60%-70%？ This increase is outrageous, feels like I’m going to eat noodles The hype around AI chips is really unstoppable; domestic storage must seize this opportunity Dram is about to skyrocket again; this pace is a bit intense The storage chip opportunity, it’s worth paying attention to Prices are rising so aggressively, data centers must be crying It looks like storage chip companies are about to release, need to keep an eye on this sector The entire chip industry chain is about to take off

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ParanoiaKing

· 01-06 11:11

60%-70%？Here we go again with the leek-cutting. I didn't expect DRAM to increase three times a year. --- The hype around AI chips has really taken off. Chip manufacturers are just sitting back and counting their money. --- How are domestic DRAM manufacturers still trying to catch up? When will they turn things around? --- The price increase cycle combined with supply pressure means data center costs are going up again. --- Wait, is it time to scoop up storage chips again? Is anyone buying the dip? --- Samsung and Hynix's coordinated price hikes are really aggressive, leaving no room for domestic manufacturers.

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PuzzledScholar

· 01-05 23:50

60%-70%? Damn, this increase is really outrageous. Whether domestic DRAM manufacturers can take advantage of this opportunity depends on luck. Everyone's at the forefront of the trend; we have to wait and see who can really benefit. This wave of AI dividends is unevenly distributed, it's exhausting.

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GasSavingMaster

· 01-05 23:49

Another price increase, another dividend. Let me see if domestic DRAM manufacturers can truly rise with this wave. Oh no, we're about to get cut again. The bills for data centers will finally be on us. Wait, if it really can increase by 60%, shouldn't our storage chip companies take off? Haha, Samsung SK Hynix is playing the price game again. When will domestic manufacturers stop following suit? After so much hype, finally there's an opportunity. DRAM manufacturers, don't mess up again. Don't just talk about opportunities, I just want to know which stocks to buy. It feels like all the AI dividends are being eaten up by big companies. What can small investors get? A 60% price increase? My computing power costs are going to go up significantly again.

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FUD_Vaccinated

· 01-05 23:47

60-70%？This increase is outrageous, it feels like there will be another wave of turbulence later. --- How much can domestic manufacturers benefit from this AI boom? Or is it just another paper tiger? --- Damn, prices are rising again. The days for data centers are getting tough. --- There are real opportunities in storage, but don’t get caught in it, everyone. --- Samsung and SK Hynix are controlling everything, after all, the supply is just that much. --- When will domestic DRAM truly break through? We're still in the chasing stage. --- Can this signal really give a boost to companies like Changsun, or is it just empty talk?

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hodl_therapist

· 01-05 23:46

Here we go again with the price hikes, this time it's DRAM. Wait, are domestic chip concept stocks about to take off? No, no, a 60-70% increase is really extreme. AI's crazy spending is no joke. Can storage chips turn around this time? It feels like domestic companies have been constantly beaten down. Samsung is again cutting into the profits, but this time it seems there's real demand supporting it. Is data center expansion this aggressive? It feels like AI infrastructure is the real gold mine. Wait, does this mean I need to update my holdings? Haha. Is the entire semiconductor industry chain taking off? Or is it just another round of cutting into profits? Who can tell? DRAM rising so sharply, will it eventually be split up? It all feels a bit虚 (uncertain/虚虚). Domestic companies can also benefit? Sister, you're overthinking it. Behind such exaggerated gains, is supply really that缺 (shortage)?

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NftDeepBreather

· 01-05 23:36

60%-70%？ Damn, DRAM is about to take off again. The dividends from this AI wave really never end... --- Can these domestic manufacturers keep up? I always feel like the retail investors are still the ones getting cut. --- Here we go again. Every time, it's about structural opportunities. My wallet already has no structure left. --- We definitely need to pay attention to storage chips, but it depends on who can truly capitalize on this wave of dividends. --- The problem is, when will domestic DRAM become self-sufficient? It all depends on their pricing, which is really outrageous. --- This round of AI market has definitely boosted the entire supply chain, chip manufacturers are overjoyed. --- A price increase of 60-70%... Are they playing with fire? Who will pay the bill for this?

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