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达泰莱

3.03

-0.0100-0.33%

成交量：91.39万

成交额：276.90万

市值：365.11万

市盈率：-2.89

高：3.26

开：3.04

低：2.98

收：3.04

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机构：2025年第一季度DRAM产业营收为270.1亿美元

【机构：2025年第一季度DRAM产业营收为270.1亿美元预计二季度各主要应用合约价将止跌回升】根据TrendForce集邦咨询最新调查，2025年第一季由于一般型DRAM（Conventional DRAM）合约价下跌，加上HBM出货规模收敛，DRAM产业营收为270.1亿美元，季减5.5%。在平均销售单价方面，由于Samsung（三星）更改HBM3e产品设计，HBM产能排挤效应减弱，促使下游业者去化库存，导致多数产品合约价延续2024年第四季以来的跌势。展望2025年第二季，随着PC OEM和智能手机业者陆续完成库存去化，并积极生产整机，将带动位元采购动能升温，原厂出货位元显著季增。价格方面，预期各主要应用的合约价皆将止跌回升，预估一般型DRAM合约价，以及一般型DRAM和HBM合并的整体合约价均将上涨。

Acm Research, Inc.6月2日成交额为1436.87万美元

东方证券-电子行业动态跟踪：存储需求回暖，NAND Flash和DRAM价格上涨持续-250602

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