TrendForce集邦咨询:上调第一季整体NAND Flash价格预估为季增85-90%

金吾资讯
Mar 03

金吾财讯 | 据TrendForce集邦咨询最新调查,2025年第四季全球NAND Flash产业营收持续受惠于AI建设需求,前五大品牌厂营收合计大幅季增23.8%,达211.7亿美元。尤其北美云端服务供应商(CSP)布建AI Server基础设施,刺激Enterprise SSD(企业级SSD)需求爆发式成长,叠加HDD严重缺货、交期过长带来的转单效应,整体NAND Flash短缺情况加剧,推升...

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