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Hoarding, Chip Shortage, and Price Distortion: The Irrational Exuberance in the 'Super Bull Market' for Memory Chips
13 hour ago /
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Author：小编
In 2026, the prices of memory chips skyrocketed, emerging as a key metric within the semiconductor sector. This wave of price increases not only hit a five-year high but also eclipsed the record peak seen in 2018, propelling the global memory market into a 'super bull market' phase. Consequently, the production costs of consumer electronics—including mobile phones, PCs, and household appliances—rose significantly. The rise of AI technology is driving a restructuring of the industrial supply chain and reshaping the fundamental operational logic of the global electronics market.
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