The prices of some memory modules have surged over 300%, with reports indicating that the storage market has entered a super bull market

"The price of memory sticks and hard drives is rising daily, increasingly higher, with a three to four times increase compared to last year. Now, it rises by about 40 yuan every day." Recently, the significant price increase of memory sticks has attracted widespread attention. Data shows that since September 2025, the price of DDR5 memory sticks has risen over 300%, and the increase for DDR4 memory sticks has also exceeded 150%. Industry insiders indicate that this round of memory stick price increases is driven by the storage demand wave triggered by AI. Industry research shows that the demand for memory in AI servers is 8-10 times that of ordinary servers. Such enormous demand has led AI servers to consume 53% of the global monthly memory production capacity, and the massive high-end storage demand has directly squeezed the capacity allocation for consumer-grade memory. Major global cloud service providers are throwing out huge procurement orders. Reports indicate that the storage market has entered a "super bull market" phase, with the current situation even surpassing the historical high point of 2018. (CCTV Finance)