存储芯片价格暴涨,手机要全面涨价了?

存储新世界
Nov 15, 2025

最近数码圈的大新闻:存储芯片价格一路飙升,让整个手机行业都绷紧了神经。发生了什么?受AI需求爆发等因素影响,存储芯片价格大幅上涨。行业巨头美光、三星等甚至主动削减了NAND闪存供应,三星10月份暂停DDR5合约报价后,现货价一周内飙涨25%!对手机行业影响有多大?• 小米、OPPO、vivo等主流厂商已暂缓本季度采购• 部分厂商DRAM库存不足三周• 面临原厂近50%的涨价压力• 中高端手机已普遍...

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