2026年第一季度，全球存储芯片市场因AI数据中心需求激增，DRAM和NAND价格涨幅远超预期。TrendForce大幅上调预测：DRAM合约价涨幅从55%–60%修正至90%–95%，NAND闪存涨幅从33%–38%调高至55%–60%，显示价格在短期内急剧攀升。
人工智能产业爆发式增长冲击消费电子供应链，苹果公司受影响显著。内存芯片价格飙升，DRAM年底或较去年翻两番，NAND闪存价格激增三倍以上，成本压力将体现在秋季发布的入门级iPhone18上。
三星电子大幅上调NAND闪存价格，涨幅超100%，自1月起执行新合同价。人工智能应用爆发导致存储需求激增，而产能有限引发全球供应短缺。
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