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The trend of rising memory chip prices continued from 2025 to 2026, and is still rising. The reporter checked the installation assistant applet and found that the prices of various memory models have skyrocketed in the last 90 days. Take the Acer Predator 32GDDR5 6000 Palas II as an example. The price of this memory was still around 1,300 yuan around October 30, 2025, but soared to around 2,700 yuan on January 14, 2026. Related reports show that recently, US companies such as Google and Microsoft are urgently dispatching purchasers to Seoul to compete for increasingly scarce DRAM supplies regardless of the local market. The reporter noticed that the current wave of memory chip price increases has spread to the midstream sealing and testing industry in the industrial chain. At the same time, downstream manufacturers continue to be under pressure, and there is some differentiation. The interviewees all agree that this round of memory chip price increases is not a simple “cyclical rebound”; the price increase from last year to this year is the result of a resonance between cyclical factors and industrial structural upgrades. Regarding the future price trend of memory chips, interviewees and organizations all believe that in 2026, the price of memory chips will continue to rise, the boom will continue until at least the first half of 2026, and the market's judgment that the boom will continue until 2026 is also increasing.

智通財經·01/18/2026 00:33:02
語音播報
The trend of rising memory chip prices continued from 2025 to 2026, and is still rising. The reporter checked the installation assistant applet and found that the prices of various memory models have skyrocketed in the last 90 days. Take the Acer Predator 32GDDR5 6000 Palas II as an example. The price of this memory was still around 1,300 yuan around October 30, 2025, but soared to around 2,700 yuan on January 14, 2026. Related reports show that recently, US companies such as Google and Microsoft are urgently dispatching purchasers to Seoul to compete for increasingly scarce DRAM supplies regardless of the local market. The reporter noticed that the current wave of memory chip price increases has spread to the midstream sealing and testing industry in the industrial chain. At the same time, downstream manufacturers continue to be under pressure, and there is some differentiation. The interviewees all agree that this round of memory chip price increases is not a simple “cyclical rebound”; the price increase from last year to this year is the result of a resonance between cyclical factors and industrial structural upgrades. Regarding the future price trend of memory chips, interviewees and organizations all believe that in 2026, the price of memory chips will continue to rise, the boom will continue until at least the first half of 2026, and the market's judgment that the boom will continue until 2026 is also increasing.