Deep investigation into Huaqiangbei: Memory prices have doubled "Quoted in the morning, increased by over 100 in the afternoon."

Since October, the price of storage chips has been rising continuously, with the prices of many storage concept stocks doubling. Recently, a field visit was made to the Shenzhen Huaqiangbei Electronics Trading Market, where many computer assembly merchants said that in the past two weeks, the prices of DDR series memory modules that they sold at the end consumer level have doubled, sometimes rising again in the afternoon after quoting prices in the morning. As a result, the computer assembly volume of some shops has dropped by a third. It was learned from distributors that the recent sharp rise in storage chips upstream has eased, but there is still a 5% increase in the past two weeks. Experts believe that the current rise in storage prices is mainly due to the construction of AI-related computing power centers on a global scale, which has increased the market demand for high-end memory, squeezing the price increase due to the squeeze of the production capacity of large factories.