兆易创新:预计DRAM价格下半年延续上涨 SLC NAND Flash的景气周期至少延续2027年全年

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【兆易创新:预计DRAM价格下半年延续上涨 SLC NAND Flash的景气周期至少延续2027年全年】兆易创新发布投资者关系活动记录表公告,DRAM产品已历经连续数个季度的价格上涨,截止到今年第二季度末,利基型DRAM的价格仍处于上行的趋势,预计在下半年还会延续上涨的态势,价格会转为温和上行。展望2027年,DRAM行业增量产能释放相对有限,DRAM供应的紧张局面不会明显的缓解,行业景气周期相对较长,产品价格会是高位震荡态势。SLC NAND Flash产品在2026年上半年量价齐升,目前SLC NAND 产品供应短缺情况仍没有出现显著缓解。预计SLC NAND Flash的景气周期会比较长,至少会延续2027年全年。目前MCU产品供应相对紧张,需求相对较好,价格在今年上半年为温和上涨,预计供应的相对紧张局面在未来几个季度仍会延续,价格会是持续温和上涨的趋势。

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