On the afternoon of February 13th, the memory chip concept in the A-share market continued its vibrant performance, with Shenzhen Kaifa skyrocketing to its daily limit. This was followed by notable gains in stocks such as Hua Hai Cheng Ke and Demingli. According to a report from market research firm Counterpoint, memory prices are projected to experience a substantial quarter-over-quarter increase of 80%–90% by the first quarter of 2026. This surge is primarily attributed to a significant rise in DRAM prices for general-purpose servers. Taking server-grade memory as an illustration, the contract price for 64GB RDIMM surged from $450 in the fourth quarter of 2025 to over $900 in the first quarter of 2026, and is anticipated to exceed $1,000 in the second quarter. Data from TrendForce indicates that propelled by the AI boom, the output value of both memory and wafer foundry sectors is poised to reach unprecedented heights simultaneously in 2026, with the memory industry's output value expanding significantly to $551.6 billion. China Galaxy Securities highlighted that the key drivers behind these price hikes include the explosive demand for High Bandwidth Memory (HBM) in AI servers, increased capital expenditures in data centers, and structural adjustments in production capacity. Given the widening supply-demand gap, it is expected that this round of price increases will persist through mid-2026.