大摩警告内存涨价情况仍然激进 Q3成熟制程DRAM可能涨价50%

智通财经
Aug 19
【大摩警告内存涨价情况仍然激进 Q3成熟制程DRAM可能涨价50%】第三季度的全球内存涨价情况仍然严重。根据摩根士丹利的最新预测,2026年第三季度,DDR4等成熟DRAM的价格将上涨50%,第四季度将再涨10%。摩根士丹利表示,成熟的DRAM和NAND芯片的供应紧张局面,即将进一步恶化。而造成这一局面的主要原因在于供应端的产能转移,存储器制造商正持续将产能转向HBM、DDR5和更高层数的NAND闪存。而新型DDR5芯片的零售价格也丝毫没有降温的迹象,据美国银行的数据,8月,DDR5-5600/6400 24GB的现货价格环比上涨了8%,同比涨幅高达483%。大摩还强调,SLC NAND闪存的价格涨幅可能将更加激进,该机构预计该品类在今年剩余的两个季度中每个季度都将上涨50%。

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