TrendForce:LPDDR4X与LPDDR5X合约价预计在2026年第一季度环比暴涨近90%

美股速递
Feb 02

根据市场研究机构TrendForce的最新预测,低功耗双倍数据速率4X(LPDDR4X)和低功耗双倍数据速率5X(LPDDR5X)存储芯片的合约价格,有望在2026年第一季度实现显著跃升,环比涨幅预计均接近90%。

这一强劲增长主要受多重因素驱动。一方面,人工智能应用、高端移动设备以及汽车电子等领域对内存的需求持续扩张;另一方面,上游晶圆产能供应趋紧,叠加主要供应商如美光科技(Micron Technology)等持续优化产品结构,共同推高了市场报价。

分析指出,此番价格波动或将进一步影响下游终端产品的成本结构,并可能加速行业向更先进制程的内存技术过渡。

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