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Blogger Asserts: Soaring Storage Costs Cut Xiaomi's Smartphone Gross Margin to 10%, with SU7 Costs Also Poised to Rise
3 day ago /
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Author：小编
On February 9, 2026, Counterpoint's "February Memory Price Tracking Report" unveiled a staggering 80%-90% quarter-over-quarter surge in memory prices during the first quarter of 2026, as compared to the fourth quarter of 2025. This spike saw DRAM, NAND, and HBM all hitting unprecedented highs. The main catalyst behind this surge was a dramatic increase in DRAM prices for general-purpose servers. Specifically, the contract price for 64GB RDIMM skyrocketed from $450 to over $900, with projections indicating it could surpass $1,000 in the second quarter. In tandem, NAND flash memory prices also climbed by 80%-90%, while prices for certain HBM3e products rose, further exacerbating the upward price trend.
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