传闪迪存储产品发布涨价函，甚至涨价幅度超10%

半导体芯情2025-03-07

存储芯片市场最近要涨价，市场和原厂都是蠢蠢欲动！甚至涨价幅度超10%！！！有消息传出，全球固态存储巨头企业闪迪公司官宣涨价，这对市场将是巨大提振，影响深远。作为全球数一数二的存储芯片产品企业，闪迪营收排名前列，闪迪公司（SanDisk Corporation）是一家美国跨国计算机技术公司，总部位于加利福尼亚州米尔皮塔斯，闪迪公司由Eli Harari、Sanjay Mehrotra和Jack ...

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Digital）收购。2023年，西部数据宣布将闪存业务分拆为新的上市公司。半导体芯情了解到，闪迪在2025年2月24日正式独立上市，股票代码为SNDK。主要业务与产品闪迪专注于闪存技术的研发和生产，其产品广泛应用于消费电子和企业级市场，主要包括存储卡，涵盖SD卡、microSD卡等，广泛用于智能手机、相机等设备。2024年，闪迪的收入为66.6亿美元，这个营收非常高了，在头部里面都是龙头地位。闪迪在全球存储市场中占据重要地位，其产品以创新性和可靠性著称。近日，存储芯片市场的从业者纷纷看好未来存储市场，存储分析师表示，预计新一轮存储周期涨价开启，主要是先进的存储器，如大容量、先进制程的产品，包括DDR5、200层NAND或大部分的SSD等涨幅较大，而老产品线虽可能跟着涨。半导体芯情认为，虽然这次涨价周期已经开启，但是幅度不如上一轮，靠囤老产品线难以再赚差价或差价空间小，这一阶段体现成长性。现货市场方面，从业者表示，近期存储芯片中的DDR5现货价持续走高，目前现货价已涨到4.7美金。NAND 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