美系闪存巨头闪迪11月将NAND闪存合约价上调高达50%，引发存储产业链震动。创见、宜鼎国际及宇瞻科技等模组厂相继暂停出货，重新评估报价。创见已于11月7日起暂停交货，称市场行情持续向好，暗示价格或进一步攀升。闪迪最新财报显示，2026财年第一财季营收达23.08亿美元，同比增长23%，数据中心需求强劲，推动NAND产品供不应求局面延续至2026年底甚至更久。公司预计第二财季收入约26亿美元，...
Source Link美系闪存巨头闪迪11月将NAND闪存合约价上调高达50%，引发存储产业链震动。创见、宜鼎国际及宇瞻科技等模组厂相继暂停出货，重新评估报价。创见已于11月7日起暂停交货，称市场行情持续向好，暗示价格或进一步攀升。闪迪最新财报显示，2026财年第一财季营收达23.08亿美元，同比增长23%，数据中心需求强劲，推动NAND产品供不应求局面延续至2026年底甚至更久。公司预计第二财季收入约26亿美元，...
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