\u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp\u003e\u003cstrong\u003e《科创板日报》1月5日讯 \u003c/strong\u003e2026伊始，存储短缺仍未缓解。\u003c/p\u003e\n\u003cp\u003e过去一个月以来，韩国京畿道板桥的希尔顿逸林、九树等商务酒店已悄然成为“存储争夺战前线”：来自亚马逊、谷歌、苹果、戴尔等科技巨头总部的采购负责人纷纷长租入住。\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\n\u003cp\u003e他们此行目标明确，几乎每天都会前往车程约30至40分钟外的三星电子半导体（DS）部门及SK海力士总部，只为敲定一纸长达两至三年、锁定稳定供应量的长期供货协议。\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\n\u003cp\u003e但手握产能的两家存储龙头拒绝签订长约，坚持按季度签约。\u003c/p\u003e\n\u003cp\u003e不仅如此，据韩国经济日报今日消息，\u003cstrong\u003e三星与海力士已向服务器、PC及智能手机用DRAM客户提出涨价，今年一季度报价将较去年第四季度上涨60%-70%。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e一位半导体行业人士表示：“客户也清楚，三星和SK在短期内很难迅速提升产能。”因此\u003cstrong\u003e业内预计，即便是这么大的涨幅，客户也会接受。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e“大型客户认为他们完全可以承受AI基础设施所需的支出。他们不太可能强烈反对DRAM价格上涨，因为在这些公司看来，实现基于推理的AI盈利更为重要。”市场研究公司DRAMeXchange如此分析，并将今年第一季度服务器用DRAM固定交易价格的涨幅预期上调至60%至65%。\u003c!--AI_AD_1000--\u003e\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\n\u003cp\u003e存储龙头大幅涨价的底气，正来自对服务器DRAM短缺问题日益严重的预期。\u003c/p\u003e\n\u003cp\u003e眼下，内存厂商正集中精力生产HBM3E，导致服务器DRAM产能遭受积压，供需鸿沟逐渐拉大。同时谷歌和微软等公司正在拓展基于推理的AI服务业务，推动服务器通用DRAM需求激增；正在为客户开发ASIC的博通，也在增加HBM3E订单，进一步加剧DRAM短缺。\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\n\u003cp\u003e在这种情况下，存储的涨价趋势或将贯穿整个2026年。已有多家投行）预测，\u003cstrong\u003e按全年口径计算，今年服务器DRAM的平均销售价格（ASP）最高将同比上涨144%，\u003c/strong\u003e并相应上调了业绩预期。花旗预计，三星电子今年营业利润将达155万亿韩元，较去年增长253%；\u003c!--SECURE_LINK_BEGIN_0--\u003e摩根士丹利\u003c!--SECURE_LINK_END_0--\u003e则预计，SK\u003c!--SECURE_LINK_BEGIN_1--\u003e海力士\u003c!--SECURE_LINK_END_1--\u003e今年营业利润为148万亿韩元，较去年激增224%。\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\n\u003cp\u003e随着内存价格大幅上涨，智能手机、PC和服务器厂商成本负担不断加重。IDC数据显示，\u003cstrong\u003e内存半导体在智能手机的成本占比，已从约15%提高至最近的20%以上。\u003c/strong\u003e\u003c/p\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]):not(.qn-editor-copy){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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