近日，两大存储品类仿佛都进入复苏期。研究机构TrendForce（集邦咨询）最新数据显示，2025年第二季度DRAM（动态随机存取存储器）的整体营收为316.3亿美元，季增17.1%，而NAND（闪存芯片）的整体出货量持续增长，前五大品牌厂合计营收季增22%，至146.7亿美元。但值得注意的是，头部厂商的产能调控制造了短期供需错配，营造出了产品出货量和价格大幅提升的积极氛围，而需求端的真实现象是...
Source Link近日，两大存储品类仿佛都进入复苏期。研究机构TrendForce（集邦咨询）最新数据显示，2025年第二季度DRAM（动态随机存取存储器）的整体营收为316.3亿美元，季增17.1%，而NAND（闪存芯片）的整体出货量持续增长，前五大品牌厂合计营收季增22%，至146.7亿美元。但值得注意的是，头部厂商的产能调控制造了短期供需错配，营造出了产品出货量和价格大幅提升的积极氛围，而需求端的真实现象是...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.