随着供应持续短缺，存储市场正在迎来史上最强涨价周期。 据追风交易台，瑞银Nicolas Gaudois团队最新报告显示，存储行业正面临前所未有的供需紧张局面。DRAM方面，预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。 这将促成近30年来最强劲的存储上涨周期。瑞银预计，今年四季度DDR合约定价预计环比上涨35%，...
Source Link随着供应持续短缺，存储市场正在迎来史上最强涨价周期。 据追风交易台，瑞银Nicolas Gaudois团队最新报告显示，存储行业正面临前所未有的供需紧张局面。DRAM方面，预计供应短缺将持续到2027年第一季度，其中DDR需求增长20.7%，远超供应增长。NAND短缺情况预计延续至2026年第三季度。 这将促成近30年来最强劲的存储上涨周期。瑞银预计，今年四季度DDR合约定价预计环比上涨35%，...
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