2025年第四季度，三星、SK海力士、铠侠、美光、闪迪五大NAND闪存原厂合计营收211.725亿美元，环比增长23.8%。其中SK海力士（含Solidigm）环比增幅达47.8%，铠侠营收与bit出货量均创单季新高。展望2026年第一季度，受AI需求爆发及产能扩充有限影响，NAND供需严重失衡，合约价格预计环比上涨85%–90%；产能将持续向服务器端倾斜，重点供应超大容量QLC eSSD，消费类...
Source Link2025年第四季度，三星、SK海力士、铠侠、美光、闪迪五大NAND闪存原厂合计营收211.725亿美元，环比增长23.8%。其中SK海力士（含Solidigm）环比增幅达47.8%，铠侠营收与bit出货量均创单季新高。展望2026年第一季度，受AI需求爆发及产能扩充有限影响，NAND供需严重失衡，合约价格预计环比上涨85%–90%；产能将持续向服务器端倾斜，重点供应超大容量QLC eSSD，消费类...
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