存储芯片周度跟踪：西部数据减少NAND供应存储市场或于Q2复苏

甬兴证券有限公司2025-02-11

核心观点NAND：西部数据2025 年或将逐步减少NAND 供应。根据DRAMexchange，上周（20250205-0207）NAND 颗粒22 个品类现货价格环比涨跌幅区间为-1.18%至2.94%，平均涨跌幅为0.18%。其中16 个料号价格持平，4 个料号价格上涨，2 个料号价格下跌。根据科创板日报报道，对于NAND，西部数据预计收入将环比下降15%左右，预计2025 年逐步减少...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211190747961f1bad&s=b><strong>甬兴证券有限公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点NAND： 西部数据2025 年或将逐步减少NAND 供应。根据DRAMexchange，上周（20250205-0207）NAND 颗粒22 个品类现货价格环比涨跌幅区间为-1.18%至2.94%，平均涨跌幅为0.18%。其中16 个料号价格持平，4 个料号价格上涨，2 个料号价格下跌。根据科创板日报报道，对于NAND，西部数据预计收入将环比下降15%左右，预计2025 年逐步减少...</p>\n\n<a 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存储芯片周度跟踪：西部数据减少NAND供应 存储市场或于Q2复苏

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存储芯片周度跟踪：西部数据减少NAND供应存储市场或于Q2复苏