最近DRAM和NAND闪存供应短缺,价格暴涨,使得三星、SK海力士和美光越来越不愿意与客户签订长期供应协议。即便是苹果这样订单量大且有着稳定营收的大客户,现在也只能每个季度进行谈判,而不是以半年或一年为期限。长期供应协议的好处是,一旦确定合约价格,假如市场环境发生了变化,价格调整通常也会通过季度协商在约±10%的范围内进行。据TrendForce报道,随着三星、SK海力士和美光转向较短期限的合同,...
Source Link最近DRAM和NAND闪存供应短缺,价格暴涨,使得三星、SK海力士和美光越来越不愿意与客户签订长期供应协议。即便是苹果这样订单量大且有着稳定营收的大客户,现在也只能每个季度进行谈判,而不是以半年或一年为期限。长期供应协议的好处是,一旦确定合约价格,假如市场环境发生了变化,价格调整通常也会通过季度协商在约±10%的范围内进行。据TrendForce报道,随着三星、SK海力士和美光转向较短期限的合同,...
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