严重缺货！存储芯片库存水平曝光

芯报告2025-12-12

最新报告指出，在需求激增、产能调整等多重因素的影响下，第四季DDR合约价环比上涨35%，NAND Flash合约价环比上涨20%，涨幅均超出预期。由于采购力度空前，存储库存水平处于历史低位。个人电脑及移动设备用的DDR库存维持9周，SSD库存维持8周。服务器DDR内存库存维持11周。这代表市场实际需求强劲，而非投机性囤货。AI服务器需求激增成为主要推动因素之一，来自智能手机和个人电脑的需求也...

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