研调机构集邦11月26日指出，DRAM产业在第三季量价齐扬后，第四季将进入“以价补量”的新阶段。随着原厂库存普遍见底，出货比特季增幅将明显收敛，但为确保供货无虞，云端服务供应商（CSP）对涨价态度相对开放，其他应用领域也势必被迫跟进，推升DRAM合约价快速垫高。集邦预估，第四季一般型DRAM（conventional DRAM）合约价将季增45%～50%；若加计高带宽内存（HBM），一般型DRAM...
Source Link研调机构集邦11月26日指出，DRAM产业在第三季量价齐扬后，第四季将进入“以价补量”的新阶段。随着原厂库存普遍见底，出货比特季增幅将明显收敛，但为确保供货无虞，云端服务供应商（CSP）对涨价态度相对开放，其他应用领域也势必被迫跟进，推升DRAM合约价快速垫高。集邦预估，第四季一般型DRAM（conventional DRAM）合约价将季增45%～50%；若加计高带宽内存（HBM），一般型DRAM...
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