DRAM涨价踩刹车!Q4涨幅从80%骤降至20%:但原厂库存只剩2周了

格隆汇
Oct 28
据快科技,Digitimes消息称,DRAM合约价在2026年第四季度仍在上涨,但涨速已明显刹车,价格涨幅低于预期,供应收缩幅度却最高达到50%,原厂仍在限制出货。涨价在减速,缺货在加速,两者同时发生。 具体涨幅数字印证了放缓趋势。TrendForce最新数据显示,第四季度一般型DRAM合约价季增10%至15%,计入HBM后整体涨幅约15%至20%。作为对比,第二季度涨幅约80%,第三季度约40%,第四季度的20%左右已是本轮周期最低的季度增速。但供应端没有任何松动的迹象。原厂库存仅剩2至4周,处于极度紧张状态,先进产能持续向HBM和服务器DRAM倾斜,消费级DRAM的供给空间被系统性压缩。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10