---
title: "由于人工智能导致短缺，DRAM 价格飙升近 500%"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286214737.md"
description: "韩国的 DRAM 出口价格同比上涨了 497%，创下十年来的最大增幅，主要受到 AI 服务器需求的推动。三星、SK 海力士和美光科技主导市场，控制着全球约 95% 的 DRAM 供应，这使它们拥有显著的定价权。由于新的制造工厂预计要到 2027 年或更晚才能达到量产，短缺情况预计将持续，维持高企的价格和供应限制"
datetime: "2026-05-13T07:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286214737.md)
  - [en](https://longbridge.com/en/news/286214737.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286214737.md)
---

# 由于人工智能导致短缺，DRAM 价格飙升近 500%

Historic price spike: DRAM export prices from South Korea have surged 497% year over year, the steepest increase in a decade, driven by AI server demand. Market power concentrated: Samsung, SK Hynix, and Micron control about 95% of global DRAM supply, giving them significant pricing leverage amid the shortage. Shortage to persist: New fabrication plants are not expected to reach volume production until 2027 or later, prolonging supply constraints and elevated prices.

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