---
title: "Storage \"surge\" continues"
description: "Wells Fargo data shows that the spot price of DDR4 rose approximately 23% week-on-week (DDR5 rose 1%); the average quarter-on-quarter increase in the fourth quarter was 139%, with December contract pr"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/271381596.md"
published_at: "2026-01-03T09:55:47.000Z"
---

# Storage "surge" continues

> Wells Fargo data shows that the spot price of DDR4 rose approximately 23% week-on-week (DDR5 rose 1%); the average quarter-on-quarter increase in the fourth quarter was 139%, with December contract prices for PC DRAM rising about 8% and server DRAM rising about 11%. In terms of USD/Gb, they expect contract prices in the fourth quarter to increase approximately 65% quarter-on-quarter and 175% year-on-year. The shrinkage rate of TLC chips increased by 64% month-on-month in December and 110% quarter-on-quarter in the fourth quarter

Wells Fargo data shows that the spot price of DDR4 increased by approximately 23% week-on-week (DDR5 increased by 1%); the average quarter-on-quarter increase in the fourth quarter was 139%, with December contract prices for PC DRAM rising by about 8% and server DRAM rising by about 11%.

Calculated in USD/Gb, they expect contract prices in the fourth quarter to increase by approximately 65% quarter-on-quarter and 175% year-on-year.

The shrinkage rate of TLC chips increased by 64% month-on-month in December and by 110% quarter-on-quarter in the fourth quarter.

### Related Stocks

- [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md)
- [SOXS.US - Direxion Semicon Bear 3X](https://longbridge.com/en/quote/SOXS.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 华尔街大佬 Tepper 押注 AI：美光持仓激增 200%，新买韩国 ETF | 对冲基金大佬 Tepper 去年四季度精准狙击 AI 芯片赛道，豪掷逾 6 亿美元重仓美光科技和韩国芯片 ETF，今年已斩获约 30% 回报。全球内存短缺叠加 AI 算力狂潮，其芯片押注与软件股暴跌形成冰火两重天。 | [Link](https://longbridge.com/en/news/276213747.md) |
| 美光科技是否有望成为万亿美元公司？ | 美光科技正在成为人工智能芯片市场的关键参与者，市场价值接近五千亿美元，这得益于数据中心对存储组件需求的上升。分析师质疑美光成为万亿公司可行性，因为其收益受到高带宽存储需求的推动，而传统 DRAM 短缺。尽管预计盈利能力将保持强劲，但要实现万 | [Link](https://longbridge.com/en/news/276253638.md) |
| Somnigroup｜8-K：2025 财年 Q4 营收 18.68 亿美元不及预期 |  | [Link](https://longbridge.com/en/news/276118041.md) |
| 美光 CFO 对 HBM 有信心，存储股全线走高 | 美光 CFO 表示，公司已开始 HBM4 芯片的量产和出货。这一表态了缓解了市场对其在 HBM4 领域落后竞争对手的担忧。大摩大幅上调美光目标价，并表示 SK 海力士虽将在第一季度向英伟达供应 HBM4，但美光从第二季度开始也能实现供货，时 | [Link](https://longbridge.com/en/news/275688469.md) |
| 存储巨头四季报 “五大关键点”：当前周期强度超越 2017-18“云繁荣周期” | 美银美林指出，SK 海力士库存周转天数降至 127 天的低位，成品库存仅剩 2-3 周。三星 DRAM 售价环比大涨 40%，现货价格创 25 年新高。行业高管认为，本轮周期强度已超越 2017-18 年的云繁荣期，若短缺持续至 2027  | [Link](https://longbridge.com/en/news/276035827.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.