近期，受人工智慧領域需求強勁拉動，記憶體市場價格持續攀升，已回升至接近2007年水平，基本抹去近二十年的降價成果，被業內稱為極為罕見的行業異動。加拿大魁北克大學電腦科學教授丹尼爾·勒米爾在梳理歷史走勢後指出，按單位容量計價，記憶體價格已回到2007年左右水平，他此前未見類似先例，並建議未來需探索降低記憶體占用的模型訓練方法或進一步擴大產能。
On a historical basis, computer memory has been falling at an exponential rate for decades. But we just undid about 20 years of progress. RAM on a per unit basis is about as expensive as it was in 2007. To my knowledge, it is an historical anomaly. I cannot recall a similar precedent. I do not think anyone can predict what will happen, but I am guessing that we either find a way to build AI systems without so much memory, or we find really clever ways to make much more memory much faster. Elon Musk: « "The memory output is increasing by around 20% per year. Now, normally, that would be fantastically fast and amazing for any large mature industry, but ask yourself. Is the demand increasing by 20% a year? No, the demand is increasing by 200% a year, maybe higher," Musk said in a SpaceX earnings call late on Tuesday. »
具體價格方面，斯坦福大學DAM項目數據顯示，當前DDR5記憶體每GB約11.41至13.28美元，與2008年前後DDR2價位高度重合，通脹折算後約回到2011年DDR3水平。需求端方面，馬斯克在業績電話會上表示，記憶體產能年增約20%，而AI側記憶體需求年增速或達200%甚至更高，供需失衡是推高價格的核心原因;SK海力士也承認近期普通DRAM大幅漲價，可能影響後續HBM價格談判。
目前，漲價效應已外溢至AI伺服器、顯卡、手機、汽車電子等多個領域，相關廠商成本壓力普遍加重。至於本輪漲勢何時見頂，業內尚無統一判斷，未來走勢仍待觀察。
