核心观点NAND:铠侠预计2025 年NAND 市场bit 增长率将在10%以内。根据DRAMexchange,上周(20250804-0808)NAND 颗粒22 个品类现货价格环比涨跌幅区间为-0.71%至1.18%,平均涨跌幅为0.32%。其中8 个料号价格持平,13 个料号价格上涨,1 个料号价格下跌。根据CFM闪存市场报道,铠侠预计2025年NAND市场bit增长率将在10%以内。目前,...
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