存储市场供需失衡加剧:涨价潮下的产业博弈与终端变革

DOIT传媒
Oct 22, 2025

近两个月,全球存储市场迎来了久违的“狂热期”。在原厂控供、贸易炒作与技术迭代的多重作用下,NAND闪存与DRAM内存价格同步飙升,形成了“量缩价涨”的特殊行情。这场涨价潮不仅重塑了产业链利润格局,更倒逼终端厂商加速技术替代,引发了从芯片原厂到消费终端的全链路连锁反应,背后暗藏着深刻的市场结构性变革。视频速览一、价格狂潮:NAND与DRAM同步异动,涨幅突破预期存储市场的涨价风暴首先从上游芯片端引爆...

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