涨幅高达50%!闪存龙头最新合约价暴涨

新浪财经
Nov 09, 2025

这是该龙头年内至少第三次涨价,其4月宣布全系涨价10%后,又在9月初涨价10%,打响存储涨价“第一枪”,引发美光等存储龙头跟进涨价。作者 | 小KAI数据中心需求高涨叠加晶圆供应受限,存储行业供需缺口正快速拉大。在这一背景下,又一家龙头发出涨价函。据台湾电子时报消息,闪存龙头闪迪(SanDisk)11月大幅调涨NAND闪存合约价格,涨幅高达50%。值得注意的是,这是闪迪今年以来至少第三次涨价,其在...

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