暂停报价!存储市场现状:涨价、囤货、惜售

满天芯
Nov 06

受到人工智能热潮推动,三大存储原厂将更多产能倾向HBM,造成传统存储类产品产能减少,存储市场从10月开始涨价,现货市场涨幅更大,随着三大原厂暂停DDR5 DRAM合约报价,存储市场的供给持续紧张。三大原厂暂停DDR5报价据供应链最新消息,三星电子已率先暂停10月DDR5 DRAM合约报价,引发SK海力士和美光等其他存储原厂跟进,恢复报价时间预计或将延后至11月中旬。虽然存储四季度合约价上涨已成为...

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