美股异动丨NAND或迎来全面涨价潮,存储概念股走强

格隆汇
Yesterday

存储概念股走强,闪迪涨约4.8%创新高;美光科技涨超3%,Pure Storage、西部数据涨超1%。 消息面上,三星电子、SK海力士和铠侠等正在谋划推动NAND价格上调。去年一整年,NAND售价几乎停留在成本价水平。据悉,三星目前正与海外大型客户讨论明年的供货量,并在内部考虑将价格上调20%至30%以上。同时,三星、SK海力士、铠侠、美光这四大存储龙头今年下半年都纷纷削减NAND闪存供应量。(格隆汇)

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