【兆易创新:2027年DRAM供应紧张局面不会明显缓解】9月1日,在半年报业绩会上,兆易创新副董事长、总经理何卫分析,DRAM产品方面,公司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缓解,行业景气周期相对较长,产品价格会是高位震荡态势。在SLC NAND Flash产品,公司认为景气周期会比较长,至少会延续2027年全年。
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