存储猛涨的“冰与火”:AI服务器高增,消费电子承压

21世纪经济报道
Dec 04

21世纪经济报道记者吴佳楠深圳报道今年四季度以来,存储行业迎来史诗级涨价浪潮。10月23日,SK海力士官宣四季度DRAM、NAND合同价最高上调30%。11月9日,闪迪大幅上调NAND闪存合约价约50%,是本轮NAND涨幅最大的单次调价。上游存储芯片的持续上涨,进一步影响下游消费电子产品。“还没有买手机的朋友要尽快买,明年价格大概率上涨。”集邦咨询资深研究副总经理吴雅婷告诉21世纪经济报道记者,...

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