近期，DRAM（动态随机存取存储器）市场部分颗粒报价持续攀升，引发业界广泛关注。这一趋势主要受到多重因素驱动：首先，AI服务器、高性能计算及智能手机等终端设备对高带宽内存（如LPDDR5、HBM）的需求激增，推动高端DRAM颗粒供不应求；其次，主要原厂如三星、SK海力士和美光在过去一年中持续控制产能扩张节奏，以维持价格稳定并改善盈利水平；此外，全球供应链不确定性以及原材料成本上涨也对报价形成支撑。据行业分析机构指出，2024年第二季度以来，8Gb DDR4及部分移动DRAM颗粒合约价已连续多个周期上涨，涨幅在5%至10%之间。展望未来，随着AI应用加速落地及库存回补需求释放，DRAM价格有望延续温和上行态势，但需警惕宏观经济波动与产能释放过快带来的潜在风险。
Recently, spot prices for certain DRAM (Dynamic Random-Access Memory) chips have continued to rise, drawing significant attention from the industry. This trend is driven by multiple factors: firstly, surging demand for high-bandwidth memory solutions—such as LPDDR5 and HBM—from AI servers, high-performance computing systems, and smartphones has led to tight supply of premium DRAM chips. Secondly, major manufacturers including Samsung, SK hynix, and Micron have deliberately moderated capacity expansion over the past year to stabilize pricing and improve profitability. Additionally, global supply chain uncertainties and rising raw material costs have further supported price increases. According to industry analysts, contract prices for 8Gb DDR4 and select mobile DRAM chips have risen for several consecutive quarters since Q2 2024, with increases ranging from 5% to 10%. Looking ahead, DRAM prices are expected to maintain a modest upward trajectory, fueled by accelerating AI adoption and inventory restocking. However, risks remain from macroeconomic volatility and potential oversupply if capacity ramps up too quickly.
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