集邦咨询:DDR4紧缺局面蔓延至DDR3 NAND价格止跌回稳

智通财经
Jun 10

智通财经APP获悉,根据TrendForce集邦咨询最新发布的存储现货价格趋势报告,DRAM方面,DDR5需求尤为强劲,而DDR4供应紧张且价格持续高企,促使部分买家降级至DDR3,这也推高了DDR3的价格。NAND闪存方面,在2026年第二季度合约价格上涨后,现货价格已趋于稳定,但整体交易活动依然低迷。

DRAM现货市场:

本周DRAM现货市场延续上周走势,整体报价维持上涨格局。其中,DDR5颗粒询单活跃且买方追价意愿提升;另一方面,由于DDR4颗粒供不应求且价格居高不下,部分需求被迫向下寻求DDR3颗粒替代,进一步持续推升DDR3颗粒价格。主流颗粒DDR4 1Gx8 3200MT/s在本周(6/3-6/9)的价格涨幅为2.22%(由US$35.12上涨至US$35.90)。

NAND现货市场:

近期受2026年第二季度合约价上涨提振,本周NAND现货价格止跌回稳,不过受到消费市场需求疲软,整体交易依旧平淡。本周(更新至6/8)512Gb TLC Wafer现货价格下跌0.22%,报价来到每颗US$20.64。

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