据悉，全球三大存储原厂（三星电子、SK海力士、美光）正对合约订单引入新的结算方式。传统上，存储供应合约通常为期一年，且合约价调整范围有限（如±10%）。由于2025年存储现货价格快速大幅上涨，原有合约定价系统无法反映市场实际情况。为此，三大原厂为新合约订单引入“事后结算”机制，使合约模式更接近“供应量有保障的现货”。消息人士表示，下游企业将保障供应视为第一要务，对高价的容忍度高于供应不确定性。这是...
Source Link据悉，全球三大存储原厂（三星电子、SK海力士、美光）正对合约订单引入新的结算方式。传统上，存储供应合约通常为期一年，且合约价调整范围有限（如±10%）。由于2025年存储现货价格快速大幅上涨，原有合约定价系统无法反映市场实际情况。为此，三大原厂为新合约订单引入“事后结算”机制，使合约模式更接近“供应量有保障的现货”。消息人士表示，下游企业将保障供应视为第一要务，对高价的容忍度高于供应不确定性。这是...
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