“这是我从事存储行业以来见过的最猛一次涨价。”一名资深的存储产业高管感慨道。 10月以来，受AI需求推动，三星、海力士、美光、闪存等巨头不断上调产品价格，存储行业开启了“超级周期”。期间，三星电子等一度暂停DDR5 DRAM合约报价，引发供应链“断粮”危机。 瑞银预计，今年第四季度，DDR（双倍数据率内存）合约定价预计季增35%、NAND（闪存）价格上涨20%，这一轮涨价幅度远超此前预期。...
Source Link“这是我从事存储行业以来见过的最猛一次涨价。”一名资深的存储产业高管感慨道。 10月以来，受AI需求推动，三星、海力士、美光、闪存等巨头不断上调产品价格，存储行业开启了“超级周期”。期间，三星电子等一度暂停DDR5 DRAM合约报价，引发供应链“断粮”危机。 瑞银预计，今年第四季度，DDR（双倍数据率内存）合约定价预计季增35%、NAND（闪存）价格上涨20%，这一轮涨价幅度远超此前预期。...
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