传美光存储芯片大幅涨价，暂停报价一周

电子工程专辑2025-09-13

继闪迪（SanDisk）宣布将存储产品价格上调10%以上后，近日有传闻称，美国内存芯片巨头美光科技（Micron Technology）也向渠道商发出通知，宣布其存储产品即将上涨20%-30%。根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2567174183?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-13 09:23","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2567174183","market":"us","top_or_hot":-1,"title":"传美光存储芯片大幅涨价，暂停报价一周","media":"电子工程专辑","content":"<div>\n<p>继闪迪（SanDisk）宣布将存储产品价格上调10%以上后，近日有传闻称，美国内存芯片巨头美光科技（Micron Technology）也向渠道商发出通知，宣布其存储产品即将上涨20%-30%。根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509130924579529edf4&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传美光存储芯片大幅涨价，暂停报价一周</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传美光存储芯片大幅涨价，暂停报价一周\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-13 09:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509130924579529edf4&s=b><strong>电子工程专辑</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继闪迪（SanDisk）宣布将存储产品价格上调10%以上后，近日有传闻称，美国内存芯片巨头美光科技（Micron Technology）也向渠道商发出通知，宣布其存储产品即将上涨20%-30%。根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509130924579529edf4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0274383776.USD","symbol_name":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509130924579529edf4&s=b","article_id":"2567174183","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509130924579529edf4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2567174183","pubTimestamp":1757726615,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测需求有重大的供应短缺，所以紧急暂停了所有产品的报价，将重新调整后续的价格。DDR4、LPDDR4X价格自二季度起大幅上涨，DRAM价格指数半年内飙升72%，预计涨价潮将持续至年底。此次美光涨价决定，可能会影响存储芯片行业进入新一轮涨价周期。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4566":"资本集团","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4575":"芯片概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","MU":"美光科技","BK4605":"半导体精选","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4543":"AI","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4141":"半导体产品","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"Micron's memory chip prices are rumored to increase sharply, and quotations will be suspended for a week","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1},"content_text":"继闪迪（SanDisk）宣布将存储产品价格上调10%以上后，近日有传闻称，美国内存芯片巨头美光科技（Micron Technology）也向渠道商发出通知，宣布其存储产品即将上涨20%-30%。根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测需求有重大的供应短缺，所以紧急暂停了所有产品的报价，将重新调整后续的价格。此前，闪迪已宣布将存储产品价格上调10%以上，拉开了存储芯片行业新一轮涨价的序幕。市场分析显示，云服务供应商在2025财年资本支出提高180亿美元，直接推高了AI领域对存储芯片的需求。花旗分析师预计，美光将在9月23日发布的2025财年第四季度财报中给出远超市场预期的业绩指引。分析师认为，DRAM和NAND的销量与价格均将走高，存储行业的持续回升主要由产能受限和超出预期的需求推动。花旗已将美光目标价从140美元上调至175美元，维持\"买入\"评级。摩根士丹利也看好存储芯片市场，将闪迪目标价从70美元上调至96美元，并将其列入\"首选股\"行列。分析师指出，多家超大规模云厂商对NAND企业级固态硬盘的大额追加订单，正将NAND供给从消费市场转向企业市场。根据TrendForce的数据，2025年第二季度，由于供应收紧和市场需求回升，NAND Flash晶圆和客户端SSD价格均出现上涨趋势。NAND Flash晶圆价格环比增长10%至15%，而客户端SSD价格上涨3%至8%，这标志着NAND Flash行业已经进入了价格上涨周期。CFM闪存市场指出，“在盈利承压下原厂提高NAND利润水平心切，NAND涨价情绪日益高涨。” 数据显示，短短不到半年时间，DRAM价格指数上涨约72%，而NAND价格指数相对于去年仍处于较低水平，自6月中旬起，随着DRAM价格指数一路上扬，两大价格指数差逐渐拉大。上半年NAND价格持续下行，拖累原厂业绩，如闪迪Q1亏损，Q2虽扭亏但净利润远不及去年同期。随着服务器市场备货需求升温及北美市场HDD供应紧缺，服务器NAND需求大增，预计四季度企业级存储价格将上涨。自去年三季度起，原厂将传统DRAM产能转向高利润产品，今年4月更宣布停产DDR4、LPDDR4X等旧制程，导致供需失衡。DDR4、LPDDR4X价格自二季度起大幅上涨，DRAM价格指数半年内飙升72%，预计涨价潮将持续至年底。同时，DDR5、LPDDR5X因HBM产能挤占，供应趋紧，全面涨价。CFM闪存市场预计，四季度包括中国企业在内的各大原厂将迎来价格普涨，为企业级和手机存储市场奠定明年春季行情基调。就在上月，美光决定未来将停止包括UFS 5.0在内的移动NAND产品的开发，随着美光逐渐退出移动NAND市场，嵌入式存储供应格局正在发生变化，这为包括国产厂商在内的其他NAND原厂带来发展机遇。此次美光涨价决定，可能会影响存储芯片行业进入新一轮涨价周期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2567174183","isCrawlerRequest":true}