BUZZ-报告称三星上调 DDR5 芯片价格后,内存芯片制造商业绩上升

路透中文
Nov 14, 2025
BUZZ-报告称<a href="https://laohu8.com/S/SMSN.UK">三星</a>上调 DDR5 芯片价格后,内存芯片制造商业绩上升

11月14日 - ** 路透报导 (link) 三星电子005930.KS本月将DDR5内存芯片 价格上调多达60%,原因是人工智能推动需求激增。

** 希捷科技STX.O上涨0.88%;美光科技MU.O上涨5.63

** 闪迪SNDK.O上涨6.91%;西部数据WDC.O上涨2.49

** 消息人士称,三星将32GB DDR5模块的合同价格从9月份的149美元提高到11月份的239美元

** 16GB和128GB DDR5芯片价格上涨约50%,分别为135美元和1,194美元;64GB和96GB DDR5芯片上涨30%以上

** 随着人工智能数据中心建设的加速,此举凸显了内存芯片的严重短缺,刺激了恐慌性购买和长期供应交易

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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