【手机又涨1000块 供货商称“内存条像黄金一天一个价”】手机又开启新一轮调价。此次手机、电脑集体涨价,根源是AI服务器挤占存储产能,消费级DRAM、NAND供给被严重压缩,成本沿产业链传导至整机。一位给深圳华强北商家供货的厂商对记者表示,“现在的内存条和黄金一样,一天一个价,12月份价格肯定还要再大幅上涨一波。”业内人士分析称,本轮手机、电脑涨价潮至少延续至2027年下半年,2028年前后或逐步回落,但若AI需求持续超预期,拐点还会推迟。
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