[閒聊] 聯想電腦:記憶體甜甜價像戰女一樣回不去

看板C_Chat (希洽)作者silentknight (清純男)時間1小時前 (2026/06/29 12:12)推噓5(9推 4噓 13→)

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PC Manufacturer Lenovo Suggests RAM Prices Will "Never" Go Back To What They Were https://www.thegamer.com/lenovo-ram-never-pre-2025-price/ Xbox and PlayStation are making their consoles more expensive, while the Steam Machine will cost over $1,000 out of the gate. Apple also just quietly raised the price of its entire Mac and iPad lineup—with top-tier machines jumping by $1,300 overnight. It is impossible to overstate the impact of the 'RAMpocalypse,' the global memory shortage spurred on by the insatiable demands of AI data centers. And while many are waiting for a return to normalcy, leading PC manufacturer Lenovo argues that there will be a "new normal" from 2030 onwards with significantly higher RAM prices, even if production ramps up. Xbox和PlayStation正在提高遊戲機的價格，而Steam Machine的起售價將超過1000美元。蘋果也悄悄提高了旗下所有Mac和iPad產品線的價格——高階機型一夜之間漲價1,300美元。人工智慧資料中心對記憶體的龐大需求引發了全球記憶體短缺，這場「記憶體末日」的影響不容小覷。儘管許多人都在期盼一切恢復正常，但領先的PC製造商聯想認為，即使產能提升，從2030年起，記憶體價格仍將大幅上漲，屆時將出現一種「新常態」。 As reported by ComputerBase (via Wccftech), speaking at ISC 2026—a German computing, AI, and quantum conference—Lenovo predicted that memory prices will "never" return to their pre-2025 figures. That means these absurdly high computing prices are now the baseline, and $599.99—$799.99 consoles aren't going anywhere. Higher prices for SSDs and memory modules are already delaying next-gen plans and forcing developers to reckon with fewer players upgrading their hardware, placing a greater emphasis on optimization, rather than iteration. If computing remains this expensive, the entire industry's growth is about to hit a brick wall. 根據ComputerBase（透過Wccftech）報導，聯想在2026年德國電腦、人工智慧和量子計算大會 (ISC 2026) 上預測，記憶體價格「永遠」不會回到2025年之前的水平。這意味著目前高得離譜的運算成本已成為基準，售價599.99美元至799.99美元的遊戲主機將長期存在。固態硬碟和記憶體模組價格的上漲已經導致下一代遊戲主機的開發計劃延期，迫使開發者不得不面對硬體升級需求下降的現實，從而更加註重優化而非迭代。如果計算成本持續如此之高，整個產業的成長將面臨瓶頸。 It's hardly surprising considering the global DRAM market is one of the tightest oligopolies in the tech sector, with manufacturing consolidated among just three companies: Samsung, SK Hynix, and Micron. Following the boom in generative AI technology, the trio aggressively shifted their focus to producing memory components for data centers—a far more lucrative deal than working with PC and console manufacturers. Not only did this spark a global shortage, but the trio's absolute dominance also ensures they can dictate pricing. Valve engineer Pierre-Loup Griffais recently offered a stark insight into this reality, noting: "They give us a price every month [...] And if we say no, then they never talk to us again." 考慮到全球DRAM市場是科技領域競爭最激烈的寡占市場之一，其生產幾乎完全集中在三星、SK海力士和美光三家公司手中，這種情況也就不難理解了。隨著生成式人工智慧技術的蓬勃發展，這三家公司迅速將重心轉向資料中心記憶體組件的生產——這比與PC和遊戲機製造商合作利潤豐厚得多。這不僅引發了全球記憶體短缺，而且三家公司的絕對主導地位也確保了它們能夠左右價格。 Valve工程師Pierre-Loup Griffais最近對此做出了深刻的剖析，他指出：“他們每個月都給我們報價……如果我們拒絕，他們就再也不會跟我們談了。” Building a semiconductor fabrication plant requires billions of dollars and years of development, leaving the entire gaming and tech industry completely at the mercy of Samsung, SK Hynix, and Micron, who have abandoned everyday consumer tech in favor of the astronomical profit margins commanded by AI data centers. Look no further than Microsoft’s own internal forecasting; alongside recent Xbox price hikes, the company explicitly warned that console storage and memory costs have already surged by over 2.5x—and it expects those costs to double again "by the fall of 2027." 建造一座半導體製造廠需要數十億美元和數年的研發，這使得整個遊戲和科技產業完全受制於三星、SK海力士和美光等公司。這些公司放棄了日常消費科技產品，轉而追求人工智慧資料中心帶來的天文數字般的利潤。微軟自身的內部預測是最好的證明；除了最近Xbox 的價格上漲之外，該公司還明確警告稱，遊戲主機存儲和記憶體成本已經飆升了2.5倍以上，並且預計到2027年秋季，這些成本還將再次翻番。 Even if the AI bubble bursts, prices likely won't improve. Samsung, SK Hynix, and Micron have already spent billions reconfiguring their physical factory floor space to produce complex AI memory chips. Furthermore, the trio are locked into multi-year supply contracts that stretch as far out as 2030. Regardless of whether data center demand cools down, the legal obligations to corporate tech giants will remain. And then there's the reality that we've all had to grapple with after the COVID-19 pandemic: if people are willing to pay more during a crisis, they'll pay more after, so why reduce the cost? 即使人工智慧泡沫破裂，價格也可能不會下降。三星、SK海力士和美光已經投入數十億美元改造其工廠廠房，以生產複雜的人工智慧記憶體晶片。此外，這三家公司都簽有長達數年的供貨合同，最長可達2030年。無論資料中心的需求是否降溫，這些科技巨頭的法律義務依然存在。還有一點，我們在新冠疫情後都必須面對：如果人們在危機期間願意支付更高的價格，那麼危機過後他們也會支付更高的價格，那麼為什麼要降低價格呢？ ------------------------------------------------------- 遊戲機越晚買越貴荒野的含金量越來越高了 -- 今晚你選那一個姿勢?? ○ "○ ○" ○" (|\ (|\ )) )) ○╭○rz ○rz ○rz-st○ /`○rz /`○r27\" ○r27\" ￣′ ○=^ -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 218.173.6.67 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/C_Chat/M.1782706330.A.AA8.html

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