【集邦咨询：国际形势变化带动拉货潮 预估第二季存储器合约价涨幅将扩大】金十数据4月17日讯，根据TrendForce集邦咨询最新调查，近期国际形势变化已切实改变了存储器供需方操作策略。基于对未来国际形势走向不明的担忧，采购端普遍秉持“降低不确定因素、建立安全库存”的策略，积极提高DRAM和NAND Flash的库存水位。TrendForce集邦咨询表示，受到积极备货潮带动，第二季的DRAM和NAND Flash合约价调涨幅度皆较原本预期扩大。然而，这波涨势的动能可能仅限于第二季，主要来自美系品牌和有出口需求的厂商，而后续国际形势的走向，将成为下半年存储器市场供需与价格变化的最重要观察指标。
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