NAND闪存制造商2025H2集体减产,或导致价格进一步上涨

超能网
Nov 13

此前有报道称,闪迪已经将11月的NAND闪存合同价格提高了50%,在人工智能(AI)数据中心的持续需求以及晶圆供应紧张的推动下,存储市场正在迅速收紧。NAND闪存的定价给存储供应链带来了冲击波,促使大量SSD厂商暂停出货并重新评估报价。群联电子(Phison)首席执行官潘健成表示,全球AI繁荣引发了基本存储芯片的严重短缺,价格在短短六个月内翻了一倍。据TrendForce报道,三星、SK海力士、...

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