机构:存储现货市场局部分化,渠道、行业内存条价格普遍上涨,部分行业SSD价格转跌

智通财经
Sep 09
【机构:存储现货市场局部分化,渠道、行业内存条价格普遍上涨,部分行业SSD价格转跌】6月份以来,国产DDR5次级颗粒持续上涨,价格累计涨近20%,海外与国产同容量的DDR5次级颗粒价差大幅缩窄,行业厂商持续将采购成本适当反映至相关DDR5内存条中。本周行业8GB/16GB DDR5内存条价格小幅调涨。不过,持续走高的DDR5内存条价格已导致行业客户的抵触力度进一步加强,当绝大多数客户都无法再接受如此高价,后续恐有更多的客户转向采用更低等级的方案。SSD方面,尽管原厂NAND资源价格尚未松动,生产成本压力依旧巨大,但非头部PC OEM、工控等行业客户需求低迷,行业厂商为推动出货针对部分产品给予一定的价格支持,本周行业256GB/512GB SATA、PCIe 3.0 SSD价格小幅下调。

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