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总结
多家海外媒体近日报道，受数据中心与消费电子需求回升、渠道库存下降以及部分产能与供给约束等因素影响，三星电子等存储芯片厂商释放提价信号，预计DRAM、NAND等产品成本与报价将上行，并可能推动下游提前备货。涨价与短缺预期带动全球半导体及存储产业链相关股票集体走强。若供需紧张延续，手机、PC等终端在2026年前后面临更高零部件成本，进而抬升整机价格或挤压厂商利润。
正文
Memory chip giants spark global semiconductor rally as shortages stoke price hikes CNBC Samsung Warns of Price Hikes as Rising Memory Costs Affect All Bloomberg.com Memory Stocks Surge as Shortage Is Expected to Worsen The Wall Street Journal Memory chipmakers rise as global supply shortage whets investor appetite Yahoo Finance Why everything from your phone to your PC may get pricier in 2026 BBC
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