高盛:DRAM价格或持续上涨至2028年上半年 明年HBM市场收入料增超230%

格隆汇
Oct 28
高盛最新研报指出,2027年DRAM与高带宽存储(HBM)市场前景依然强劲。TrendForce预计,服务器需求增长及供应扩张有限,将推动DRAM价格持续上涨至2028年上半年,即使消费电子需求疲弱,市场仍将保持供需紧张。长期供货协议(LTA)覆盖率可能达到60%至70%。HBM方面,预计2027年综合平均售价同比上涨122%至每Gb 3.7美元,推动全球HBM市场收入同比增长超过230%,突破2000亿美元。高盛重申三星电子和SK海力士“买入”评级,12个月目标价分别为50万和350万韩元,同时维持三星电子优先股38万韩元的目标价。

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