---
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.

### 相关股票

- [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [DRAM.US](https://longbridge.com/zh-CN/quote/DRAM.US.md)
- [07709.HK](https://longbridge.com/zh-CN/quote/07709.HK.md)
- [MULL.US](https://longbridge.com/zh-CN/quote/MULL.US.md)
- [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [MUU.US](https://longbridge.com/zh-CN/quote/MUU.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [SSNGY.US](https://longbridge.com/zh-CN/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/zh-CN/quote/SMSN.UK.md)

## 相关资讯与研究

- [花旗看高美光至 840 美元！目标价近乎翻倍，预言 DRAM 均价明年狂飙 200%](https://longbridge.com/zh-CN/news/286911542.md)
- [累计亏掉 366 亿，半年赚回超百亿：长鑫科技冲刺科创板](https://longbridge.com/zh-CN/news/286911415.md)
- [花旗大幅上调美光目标价至 840 美元：明年 HBM 价格将再度攀升，EPS 将突破百元大关！](https://longbridge.com/zh-CN/news/286925537.md)
- [期权热点｜周一 DRAM 跌 3%，部分看跌期权飙升 150%](https://longbridge.com/zh-CN/news/286852276.md)
- [每经热评丨长鑫科技一季度大赚 330 亿元，敢长投敢容错敢放权，才能踩中 “风口”](https://longbridge.com/zh-CN/news/286855724.md)