#以太坊大户持仓变化 💾 Storage chip prices soar, consumer electronics to undergo major reshuffle by 2026

The AI computing power arms race has completely transformed the chip supply chain. Over the past two quarters, DRAM and NAND flash memory prices have surged by 40%-50%, and there are no signs of easing as we move into 2026. Server-grade memory prices have doubled—64GB modules jumped from $255 directly to $700, with cost pressures cascading throughout the industry.

Chip capacity is being consumed primarily by AI infrastructure, forcing PC and mobile phone manufacturers to queue for supplies. Material costs for low-end models have already increased by 25%, and a collective price hike for consumer products next year seems inevitable. Many small and medium brands are beginning to cut back on entry-level product lines, squeezing profit margins severely.

But there is an awkward contradiction: demand has not kept pace. It is predicted that global smartphone shipments may decline by 2% in 2026, raising questions about how long the price increase trend can be sustained.

The industry chain has formed a stark polarization. Upstream storage chip manufacturers are experiencing soaring performance and stock prices, while downstream device makers are struggling with tough choices between pricing and sales volume. The key questions are—will major chip manufacturers significantly increase capital expenditure to expand production? When will the AI investment boom start to cool down? Can this market rally continue to surge, or has it already planted the seeds for a top?