<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260107_1320_AI-Chip-Price-Surge_simple_compose_01kebpypz2fn68m87cqaxh4bqs.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260107_1320_AI-Chip-Price-Surge_simple_compose_01kebpypz2fn68m87cqaxh4bqs.png"/></p>
<p>對先進內存芯片的需求上升開始對全球供應鏈造成壓力，給電子行業帶來了新的價格壓力。</p>
<p>全球最大的內存芯片製造商三星電子表示，短缺現象不再僅限於數據中心等專業市場，而是開始蔓延到消費電子產品中，彭博社報道。</p>
<p>從智能手機和筆記本電腦到智能家居電器和車輛，內存成本正在上升，迫使製造商重新評估在不調整價格的情況下能夠承受多長時間的生產成本上漲。</p>
<p>這一警告是在電子公司聚集在拉斯維加斯的 CES 展會上發出的，展會上展示了創新，同時也引發了對供應限制的日益擔憂。</p>
<p>三星作為領先的芯片供應商和主要消費電子品牌的地位，使其清楚地看到內存市場收緊如何重塑整個行業的定價策略。</p>
<h2>供應壓力擴散</h2>
<p>內存芯片是現代電子產品的基礎組件，三星的規模歷史上使其免受最嚴重短缺的影響。但這種緩衝現在正在減弱。</p>
<p>該公司預計，持續的供應挑戰將影響整個半導體生態系統，包括其自身的產品組合。</p>
<p>即使擁有內部製造能力，三星也面臨着推動全球組件價格上漲的市場力量。</p>
<p>當前的緊縮反映了供需之間更廣泛的不平衡。</p>
<p>半導體生產在技術快速變化的情況下難以跟上，而在早期經濟低迷期間積累的庫存大部分已經清空。</p>
<p>因此，定價權在經歷了行業長期低迷後，正在重新回到內存供應商手中。</p>
<h2>人工智能需求重塑市場</h2>
<p>重新緊張的主要驅動因素是人工智能基礎設施的激增。</p>
<p>全球人工智能數據中心的建設創造了對高帶寬內存的前所未有的需求，這是一種用於快速處理大量數據的高端產品。</p>
<p>這種需求推動了三星和 SK 海力士等內存領導者的收入和股價，但也使供應轉向其他用途。</p>
<p>由於高利潤的數據中心訂單優先，消費設備製造商面臨更長的交貨時間和更高的成本。</p>
<p>這種重新分配正在重塑曾經以更高可預測性服務於智能手機、個人電腦和家用電子產品的供應鏈。</p>
<h2>行業普遍的價格信號</h2>
<p>三星並不是唯一一個警告價格上漲風險的公司。</p>
<p>戴爾科技公司和小米公司均警告稱，組件成本上升可能導致產品價格上漲。</p>
<p>聯想集團去年採取了更為防禦的策略，提前建立內存庫存以應對短缺。</p>
<p>市場研究人員也指出價格壓力將持續。</p>
<p>Counterpoint Research 在 11 月預測，內存模塊價格可能在今年第二季度上漲 50%，強調了條件收緊的速度。</p>
<h2>三星的定位</h2>
<p>儘管面臨這些挑戰，三星認為自己比完全依賴第三方供應商的競爭對手更具優勢。</p>
<p>其集成製造基地在管理供應和在產品線之間分配芯片方面提供了更多靈活性。</p>
<p>該公司還看到長期需求催化劑的出現，特別是隨着人工智能功能在移動設備中變得更加普遍，鼓勵消費者升級。</p>
<p>三星高管表示，與去年相比，他們對 2026 年的前景更加自信，指出人工智能在推動智能手機和其他個人電子產品的更換週期中的作用。</p>
<p>然而，這種信心與持續的內存短缺可能仍會導致消費者價格上漲的現實並存。</p>
<p>三星表示，隨着內存芯片成本上升，價格上漲即將到來，文章首發於 Invezz。</p>

三星電子

<p>三星電子警告，由於對先進內存芯片需求的上升，價格即將上漲，這對全球供應鏈造成了壓力。短缺不僅影響數據中心，還影響消費電子產品，導致製造商重新考慮生產成本。人工智能基礎設施的激增是這一需求的主要驅動因素，影響了智能手機和其他設備的供應。其他公司如戴爾和小米也表示可能會提高價格。儘管面臨挑戰，三星的集成製造提供了一定的靈活性，但持續的短缺仍可能導致消費者價格上漲</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260107_1320_AI-Chip-Price-Surge_simple_compose_01kebpypz2fn68m87cqaxh4bqs.png" alt="" original-src="https://invezz.com/wp-content/uploads/2026/01/20260107_1320_AI-Chip-Price-Surge_simple_compose_01kebpypz2fn68m87cqaxh4bqs.png"/></p>
<p>Rising demand for advanced memory chips is beginning to strain global supply chains, creating fresh pricing pressure across the electronics industry.</p>
<div class="lb-trans"><p>對先進內存芯片的需求上升開始對全球供應鏈造成壓力，給電子行業帶來了新的價格壓力。</p>
</div><p>Samsung Electronics Co., the world’s largest memory chipmaker, has signalled that shortages are no longer confined to specialist markets such as data centres and are now spilling into consumer electronics, said a Bloomberg report.</p>
<div class="lb-trans"><p>全球最大的內存芯片製造商三星電子表示，短缺現象不再僅限於數據中心等專業市場，而是開始蔓延到消費電子產品中，彭博社報道。</p>
</div><p>From smartphones and laptops to connected home appliances and vehicles, memory costs are climbing, forcing manufacturers to reassess how long they can absorb higher production expenses without adjusting prices.</p>
<div class="lb-trans"><p>從智能手機和筆記本電腦到智能家居電器和車輛，內存成本正在上升，迫使製造商重新評估在不調整價格的情況下能夠承受多長時間的生產成本上漲。</p>
</div><p>The warning comes as electronics companies gather at CES in Las Vegas, where innovation is on display alongside mounting concerns about supply constraints.</p>
<div class="lb-trans"><p>這一警告是在電子公司聚集在拉斯維加斯的 CES 展會上發出的，展會上展示了創新，同時也引發了對供應限制的日益擔憂。</p>
</div><p>Samsung’s position as both a leading chip supplier and a major consumer electronics brand gives it a clear view of how tightening memory markets could reshape pricing strategies across the sector.</p>
<div class="lb-trans"><p>三星作為領先的芯片供應商和主要消費電子品牌的地位，使其清楚地看到內存市場收緊如何重塑整個行業的定價策略。</p>
</div><h2>Supply pressure spreads</h2>
<div class="lb-trans"><h2>供應壓力擴散</h2>
</div><p>Memory chips are a foundational component in modern electronics, and Samsung’s scale has historically insulated it from the worst shortages. That buffer is now thinning.</p>
<div class="lb-trans"><p>內存芯片是現代電子產品的基礎組件，三星的規模歷史上使其免受最嚴重短缺的影響。但這種緩衝現在正在減弱。</p>
</div><p>The company expects ongoing supply challenges to affect the entire semiconductor ecosystem, including its own product portfolio.</p>
<div class="lb-trans"><p>該公司預計，持續的供應挑戰將影響整個半導體生態系統，包括其自身的產品組合。</p>
</div><p>Even with in-house manufacturing, Samsung is exposed to the same market forces pushing up component prices worldwide.</p>
<div class="lb-trans"><p>即使擁有內部製造能力，三星也面臨着推動全球組件價格上漲的市場力量。</p>
</div><p>The current squeeze reflects a broader imbalance between supply and demand.</p>
<div class="lb-trans"><p>當前的緊縮反映了供需之間更廣泛的不平衡。</p>
</div><p>Semiconductor production has struggled to keep pace with rapid shifts in technology, while inventories built during earlier downturns have largely been cleared.</p>
<div class="lb-trans"><p>半導體生產在技術快速變化的情況下難以跟上，而在早期經濟低迷期間積累的庫存大部分已經清空。</p>
</div><p>As a result, pricing power is shifting back to memory suppliers after a prolonged slump in the sector.</p>
<div class="lb-trans"><p>因此，定價權在經歷了行業長期低迷後，正在重新回到內存供應商手中。</p>
</div><h2>AI demand reshapes markets</h2>
<div class="lb-trans"><h2>人工智能需求重塑市場</h2>
</div><p>A major driver behind the renewed tightness is the surge in artificial intelligence infrastructure.</p>
<div class="lb-trans"><p>重新緊張的主要驅動因素是人工智能基礎設施的激增。</p>
</div><p>The global buildout of AI data centres has created unprecedented demand for high-bandwidth memory, a premium product used to process vast volumes of data at speed.</p>
<div class="lb-trans"><p>全球人工智能數據中心的建設創造了對高帶寬內存的前所未有的需求，這是一種用於快速處理大量數據的高端產品。</p>
</div><p>This demand has boosted revenues and share prices for memory leaders such as Samsung and SK Hynix Inc., but it has also diverted supply away from other uses.</p>
<div class="lb-trans"><p>這種需求推動了三星和 SK 海力士等內存領導者的收入和股價，但也使供應轉向其他用途。</p>
</div><p>With high-margin data centre orders taking priority, manufacturers of consumer devices are facing longer lead times and higher costs.</p>
<div class="lb-trans"><p>由於高利潤的數據中心訂單優先，消費設備製造商面臨更長的交貨時間和更高的成本。</p>
</div><p>This reallocation is reshaping supply lines that once served smartphones, PCs, and household electronics with greater predictability.</p>
<div class="lb-trans"><p>這種重新分配正在重塑曾經以更高可預測性服務於智能手機、個人電腦和家用電子產品的供應鏈。</p>
</div><h2>Industry-wide price signals</h2>
<div class="lb-trans"><h2>行業普遍的價格信號</h2>
</div><p>Samsung is not alone in flagging the risk of higher prices.</p>
<div class="lb-trans"><p>三星並不是唯一一個警告價格上漲風險的公司。</p>
</div><p>Dell Technologies Inc. and Xiaomi Corp. have both cautioned that rising component costs could lead to more expensive products.</p>
<div class="lb-trans"><p>戴爾科技公司和小米公司均警告稱，組件成本上升可能導致產品價格上漲。</p>
</div><p>Lenovo Group Ltd. took a more defensive approach last year, building up memory inventories in anticipation of shortages.</p>
<div class="lb-trans"><p>聯想集團去年採取了更為防禦的策略，提前建立內存庫存以應對短缺。</p>
</div><p>Market researchers are also pointing to sustained price pressure.</p>
<div class="lb-trans"><p>市場研究人員也指出價格壓力將持續。</p>
</div><p>Counterpoint Research forecast in November that memory module prices could rise by 50% through the second quarter of this year, underlining how quickly conditions have tightened.</p>
<div class="lb-trans"><p>Counterpoint Research 在 11 月預測，內存模塊價格可能在今年第二季度上漲 50%，強調了條件收緊的速度。</p>
</div><h2>Samsung’s positioning</h2>
<div class="lb-trans"><h2>三星的定位</h2>
</div><p>Despite these challenges, Samsung believes it remains better placed than rivals that rely entirely on third-party suppliers.</p>
<div class="lb-trans"><p>儘管面臨這些挑戰，三星認為自己比完全依賴第三方供應商的競爭對手更具優勢。</p>
</div><p>Its integrated manufacturing base provides more flexibility in managing supply and allocating chips across its product lines.</p>
<div class="lb-trans"><p>其集成製造基地在管理供應和在產品線之間分配芯片方面提供了更多靈活性。</p>
</div><p>The company also sees longer-term demand catalysts emerging, particularly as artificial intelligence features become more common in mobile devices and encourage consumers to upgrade.</p>
<div class="lb-trans"><p>該公司還看到長期需求催化劑的出現，特別是隨着人工智能功能在移動設備中變得更加普遍，鼓勵消費者升級。</p>
</div><p>Samsung executives have indicated greater confidence looking ahead to 2026 compared with last year, citing the role of AI in driving replacement cycles for smartphones and other personal electronics.</p>
<div class="lb-trans"><p>三星高管表示，與去年相比，他們對 2026 年的前景更加自信，指出人工智能在推動智能手機和其他個人電子產品的更換週期中的作用。</p>
</div><p>That confidence, however, sits alongside the reality that sustained memory shortages may still translate into higher prices for consumers.</p>
<div class="lb-trans"><p>然而，這種信心與持續的內存短缺可能仍會導致消費者價格上漲的現實並存。</p>
</div><p>The post Samsung says price hikes are coming as memory chips become costlier appeared first on Invezz</p>
<div class="lb-trans"><p>三星表示，隨着內存芯片成本上升，價格上漲即將到來，文章首發於 Invezz。</p>
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三星電子稱，由於內存芯片成本上升，價格上漲即將到來