TrendForce:2026年一季度PC内存价格预计环比暴涨超100%,创季度涨幅新纪录

美股速递
Feb 02

根据市场研究机构TrendForce的最新预测,2026年第一季度个人电脑(PC)内存价格预计将出现环比超过100%的惊人涨幅,这一涨幅有望刷新历史季度增长纪录。

此次价格飙升主要受供需关系急剧变化驱动。随着人工智能、高性能计算等新兴应用对内存带宽和容量需求持续爆发,上游芯片制造商如美光科技(Micron Technology)的产能调整策略正逐步传导至终端市场。同时,PC厂商为应对下一代操作系统和软件应用的内存需求,正积极扩大采购规模,进一步加剧了供应紧张局面。

行业观察人士指出,若当前供需态势延续,内存价格的上行周期可能持续至2026年下半年,并对PC整机成本及消费者终端价格产生显著影响。

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