National Development and Reform Commission Price Monitoring Center: Storage chip prices continue to rise and are transmitted downstream

CryptocurrencySniper · 2026-02-28T09:25:35+00:00

The global memory market is experiencing continuous price increases due to surging demand and tight capacity, which is expected to impact the prices of downstream consumer electronics products. Major computer manufacturers have generally raised prices, and the trend of consumer upgrading is evident. The trends of PPI and CPI will be affected by this.

CryptocurrencySniper

2026-02-28 09:25:35

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According to the National Development and Reform Commission Price Monitoring Center, since September 2025, due to explosive demand growth and a sharp shortage of capacity, the global memory market gap has widened, and the prices of memory chips have continued to rise. Over the past month, the increase has accelerated, and it is recommended to monitor the impact of memory chip prices on downstream prices.

Currently, memory chips are in an upward cycle. This year, driven by the sustained growth in AI server computing power demand, the global memory chip market remains in a supply shortage, and prices are expected to continue rising. The increase in memory chip prices is gradually passing through to consumer electronic products. As AI application penetration increases, consumer preferences for high-end and intelligent electronic products are strengthening, with a clear trend of consumption upgrading and higher memory performance requirements. Manufacturers have limited room to ease cost pressures through component reduction, and raising terminal prices is becoming a common trend. Major computer manufacturers such as Lenovo, Dell, and HP have already issued price adjustment notices, with increases generally between 500 and 1,500 yuan. Similarly, new models from domestic brands like Xiaomi and Vivo with the same memory configurations have seen prices rise by 300 to 500 yuan compared to previous generations.

Due to the rise in memory chip prices and their transmission downstream, the Producer Price Index (PPI) for sectors such as computers, communications, and other electronic equipment manufacturing is expected to stabilize after a decline, with a reduced drag on the PPI. As for the Consumer Price Index (CPI), the continued effects of policies aimed at boosting consumption are evident, and prices for communication devices are expected to continue rising.

(Source: Securities Times)

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