存储芯片价格飙升 手机厂商集体承压:低端机陷做多亏多困境 新机恐难逃涨价命运

每日经济新闻
Nov 17

2025年下半年以来,全球存储芯片行业迎来了一场罕见的普涨行情,进入四季度后涨势愈演愈烈。以主流的DDR5(DRAM行业成熟工艺制程的最新产品)规格的16Gb颗粒为例,9月底的价格为7.68美元,然而短短一个月后,价格就跳增至15.5美元,单月涨幅高达102%;DDR4 16Gb的涨幅也超过92%。由于涨势较快,三星、SK海力士和美光等存储原厂甚至一度暂停报价。  来自上游的密集涨价迅速向下游终端...

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