On February 28th, the Price Monitoring Center of the National Development and Reform Commission highlighted that since September 2025, the global memory market has witnessed a widening supply-demand gap, triggered by a sudden spike in demand and a significant drop in production capacity. This imbalance has fueled a relentless climb in storage chip prices, with the rate of increase accelerating notably over the past month. It is prudent to closely monitor how these rising storage chip prices are affecting the prices of downstream products. Surveys indicate that by January of this year, prices for the two main types of storage chips—DRAM and NAND flash memory—have soared to their highest levels since data tracking began in 2016. Taking mainstream models as examples, the average contract price for DDR4 8Gb 1G*8 DRAM surged to $11.5 in January, marking an approximate 24% increase from the previous month and a roughly 83% jump year-on-year compared to September 2025. Similarly, the average contract price for 128Gb 16G*8 MLC NAND flash memory climbed to $9.5, representing an approximate 65% rise from the previous month and nearly a 1.5-fold increase year-on-year from September 2025.