2026年第一季度，受大型云服务商采购需求旺盛影响，DRAM市场价格继续大幅上涨。据TrendForce集邦咨询预测，通用内存合约价将环比上涨90~95%，整体DRAM平均涨幅达80~85%。此前2025年第四季度，行业已实现合约价上涨50~55%，营收环比增长29.4%至535.8亿美元。三星电子以193亿美元营收（市占36.0%）居首，SK海力士、美光分列二、三位。上游原厂出货量预计基本持平或...
Source Link2026年第一季度，受大型云服务商采购需求旺盛影响，DRAM市场价格继续大幅上涨。据TrendForce集邦咨询预测，通用内存合约价将环比上涨90~95%，整体DRAM平均涨幅达80~85%。此前2025年第四季度，行业已实现合约价上涨50~55%，营收环比增长29.4%至535.8亿美元。三星电子以193亿美元营收（市占36.0%）居首，SK海力士、美光分列二、三位。上游原厂出货量预计基本持平或...
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