存儲芯片價格遭遇2008年以來最大跌幅
隨着需求出現歷史性下滑，存儲芯片的價格在2022年最後兩個季度均出現暴跌。市場研究機構TrendForce的最新數據顯示，繼2022年第三季度暴跌31.4%之後，DRAM的平均價格在第四季度的跌幅擴大到了34.4%，這是自2008年以來的最大跌幅;NAND的平均價格在三季度也下跌了32.0%，這同樣是自2008年以來的最大跌幅，四季度則下跌了27.7%。
據業內人士透露，存儲大廠生產的每顆存儲芯片幾乎都在虧損，2023年集體經營虧損預估達破紀錄的50億美元。數據顯示，在截至去年12月的第四季度中，三星電子營業利潤同比萎縮69%，降至4.3萬億韓元的八年低點。其中，三星芯片業務(DS事業羣)的表現最爲糟糕，該業務營收第四季度同比下跌23.6%至20.07萬億韓元，利潤僅有2700億韓元，同比暴跌97%。
除三星電子外，全球第二大存儲芯片巨頭SK海力士創下有史以來最大季度虧損，2022年第四季度，SK海力士營業虧損1.701萬億韓元，這是SK海力士單季業績自2012年第三季以來首次出現季度營業虧損。美光科技(MU.US)、西部數據(WDC.US)等存儲廠商的業績也都凸顯出了存儲行業的嚴峻形勢。
DRAM主要用於智能手機及個人電腦，而NAND主要面向數據中心和企業客戶。爲了應對全球範圍內需求的快速降溫，大多數存儲芯片製造商在2022年下半年都削減了產量並推遲了擴張計劃。美光科技、SK海力士和鎧俠都採取措施試圖控制供應來穩定市場。
不過，全球最大的存儲芯片供應商三星電子則堅持其激進的資本支出計劃，該公司今年將斥資逾200億美元進一步擴大產能。三星電子押注於存儲芯片產品的長期增長，這是由存儲需求旺盛的雲計算服務、聯網汽車和人工智能系統的日益普及所推動的。該公司在近期的財報電話會議上表示，預計今年智能手機市場將再次萎縮，但ChatGPT等人工智能產品將引發需求增長。
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