2025年第四季全球NAND Flash产业营收受AI建设推动，前五大品牌厂总营收环比增长23.8%，达211.7亿美元。北美云服务商部署AI服务器基础设施，带动企业级SSD需求激增，叠加HDD短缺引发的转单效应，NAND Flash供应紧张加剧，价格持续上涨。预计2026年第一季供需失衡将延续，厂商提价意愿强烈，NAND Flash价格涨幅预估上调至85-90%，行业营收有望进一步攀升。
Source Link2025年第四季全球NAND Flash产业营收受AI建设推动，前五大品牌厂总营收环比增长23.8%，达211.7亿美元。北美云服务商部署AI服务器基础设施，带动企业级SSD需求激增，叠加HDD短缺引发的转单效应，NAND Flash供应紧张加剧，价格持续上涨。预计2026年第一季供需失衡将延续，厂商提价意愿强烈，NAND Flash价格涨幅预估上调至85-90%，行业营收有望进一步攀升。
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