NAND闪存合约价11月大涨超60%！SSD涨价避免不了

快科技2025-12-02

快科技12月2日消息，根据TrendForce最新调查，由于AI应用和企业级SSD订单的强力拉动，2025年11月全球NAND Flash需求持续旺盛。由于原厂优先将产能分配给获利能力更好的高端和企业级产品，且旧制程产能加速收缩，导致NAND Flash晶圆的供应情况更加吃紧。这就导致11月主流NAND Flash晶圆合约价全面大幅上涨，各类产品平均月涨幅可达20%至60%以上，涨势快速扩散至所有...

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