呢場記憶體荒,已經由伺服器蔓延到消費市場:
AI數據中心吞噬一切:Meta、Google、Microsoft等公司為咗訓練同運行AI模型,史無前例咁大量買入記憶體,仲唔係普通買,係簽「天價長期合約」鎖定供應。到2026年中,單係HBM晶片已經食咗成**23%**嘅全球DRAM晶圓產能。
晶片廠「見錢開眼」:Samsung、SK Hynix、Micron呢啲大廠,自然將最多產能撥畀利潤最高嘅AI記憶體合約,犧牲咗PC、手機、汽車等其他市場嘅貨源。
新產能遠水救唔到近火:起一座新晶圓廠動輒幾年,業界普遍預計要到2028年先有機會見到明顯價格回落。
Apple一直以嚟因為同供應商簽訂長約,喺記憶體價格波動中比其他對手更有抵抗力。但呢次情況唔同:
華爾街投行Jefferies最新報告指出,記憶體價格要到2028年先會有約15-20%嘅「溫和」回落,但價格仍然遠高於目前水平。 換句話講,未來兩年,我哋買電腦、手機、甚至遊戲機,只會越來越貴。
一句到尾:AI嘅高速發展,代價正正由全球消費者承擔。
Source References:
. Reuters - Apple raises prices of MacBooks, iPads as memory costs skyrocket
. BBC - Why tech firms are raising PC and console prices - and blaming AI for chip costs
. Bloomberg - AI Chip Manufacturing Demand Creates Historic Shortage
. Reuters - Surging memory chip prices dim outlook for consumer electronics makers
. Forbes - Apple Raises Mac Prices As Memory Costs Surge And Analysts Weigh Margin Risks
. Cryptonomist - Apple price increase from memory costs: MacBook up...
. TechCrunch - Apple raises Mac and iPad prices, spares iPhone for now
. Sourceability - HBM demand makes Apple raise prices
. Gagadget - RAM and storage prices are set to surge — and there's no relief until 2028
. Dev.to - The AI memory crunch: how DRAM and NAND price shocks reshape infrastructure budgets
. CNBC - Rise in memory chip costs puts pressure on retailers...
. IDC - Memory Shortage Crisis Hits PCs and Smartphones
. Yahoo Finance - Apple faces iPhone pricing challenge, supply crunch as AI...
. Yahoo Finance - MacBook and iPhone prices could rise in 2026, as Apple's RAM supply advantage begins to fade