NAND 涨价 20%

芯通社12-22 20:37

在AI算力需求的强势拉动下，全球半导体产业正迎来结构性变革。存储器市场供需格局重塑，国产厂商加速崛起；算力芯片技术迭代提速，巨头竞合推动行业迈向高性能新纪元。一场关乎技术话语权与市场主导权的争夺战，正在半导体核心赛道激烈上演。存储器市场的涨价潮，成为行业回暖的最强信号。NAND wafer合约价格上涨20%，国内原厂12月NAND wafer价格环比涨幅超10%，SSD终端价格更是攀升15%-...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222222221a46ad97a&s=b><strong>芯通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI算力需求的强势拉动下，全球半导体产业正迎来结构性变革。存储器市场供需格局重塑，国产厂商加速崛起；算力芯片技术迭代提速，巨头竞合推动行业迈向高性能新纪元。一场关乎技术话语权与市场主导权的争夺战，正在半导体核心赛道激烈上演。存储器市场的涨价潮，成为行业回暖的最强信号。NAND wafer合约价格上涨20%，国内原厂12月NAND wafer价格环比涨幅超10%，SSD终端价格更是攀升15%-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222222221a46ad97a&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":"LU2506951792.HKD","symbol_name":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       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wafer价格环比涨幅超10%，SSD终端价格更是攀升15%-20%，渐进式调价策略尽显市场底气。这一轮涨价的背后，是AI与数据中心需求的持续爆发，全球存储器产能被大幅挤压。国产NAND原厂凭借前瞻性布局，已经在供应链中完成角色蜕变：武汉双厂区的落地，将12寸NAND月产能提升至16万片，产线优化与良率提升进一步释放有效供给，使其从曾经的补充型力量，转变为影响消费级价格结构的关键因素。定价策略向“控量稳价”倾斜，部分规格成交价比肩海外原厂，标志着国产NAND产业正摆脱低价竞争的桎梏，迈向高质量发展的新阶段。DRAM市场同样暗流涌动。国产DRAM原厂当前月产能约28万片，预计2026年将扩至30万片，尽管新增投资仅能带来约10%的产能提升，扩张节奏相对稳健，但这一稳步增长的态势，已然彰显出国产厂商突破技术壁垒、抢占市场份额的决心。国际市场上，DRAM巨头的竞争格局也在发生微妙变化。2025年第三季度，全球DRAM市场规模环比扩大26%，SK海力士以34%的份额连续三季度稳居榜首，三星电子以33%的份额紧随其后，两者差距大幅收窄至1%；美光科技则以26%的份额位列第三。在备受瞩目的HBM赛道，三星电子更是以22%的市场份额重返第二，超越美光科技，与占据57%份额的SK海力士共同主导高端市场，技术实力与市场竞争力再度得到印证。存储器的涨价压力，正沿着产业链向下游传导。国际模组大厂芝奇宣布上调2025年第四季度产品价格，核心原因正是AI应用激增带来的DRAM需求暴增，原厂供应有限、产能未显著提升，导致原料成本大幅攀升。从PC、笔记本制造商酝酿涨价，到模组厂跟进调价，终端市场的价格波动已然显现，这既是行业供需失衡的直观体现，也从侧面印证了存储器在AI时代的核心战略地位。与存储器市场交相辉映的，是算力芯片领域的技术突破。三星电子向英伟达送样下一代DRAM模块SOCAMM第二代样品，这款专为AI数据中心设计的产品，基于LPDDR5X DRAM打造，相比现有RDIMM模块，带宽提升超两倍，功耗降低超55%，较上一代SOCAMM1速度提升20%以上，将赋能英伟达下一代AI芯片Vera Rubin，为人工智能基础设施注入更强算力。英伟达则顺势推出RTX PRO 5000 72GB Blackwell GPU，显存容量较48GB版本提升50%，凭借14080个CUDA核心、2064TOPS的AI算力，以及1344GB/s的显存带宽，在生成式AI基准测试中实现图像生成速度3.5倍、文本生成速度2倍的跨越式提升，在计算机辅助工程与产品设计领域，图形性能也提升超2倍。大容量显存的加持，让开发者得以在桌面端直接完成AI模型的训练与微调，为AI应用的场景化落地扫清了硬件障碍。从国产存储的强势突围，到国际巨头的技术竞合，半导体行业的每一次技术突破与市场洗牌，都离不开AI算力需求的底层驱动。在这场变革浪潮中，技术创新成为企业穿越周期的核心底气，而供需格局的重塑，则为行业打开了全新的增长空间。随着国产厂商技术实力的持续提升，以及全球算力基础设施建设的加速推进，半导体行业正朝着更高性能、更高效率、更强自主可控的方向，开启新一轮增长周期。驱动，半导体行业开启新一轮增长周期在AI算力需求的强势拉动下，全球半导体产业正迎来结构性变革。存储器市场供需格局重塑，国产厂商加速崛起；算力芯片技术迭代提速，巨头竞合推动行业迈向高性能新纪元。一场关乎技术话语权与市场主导权的争夺战，正在半导体核心赛道激烈上演。存储器市场的涨价潮，成为行业回暖的最强信号。NAND wafer合约价格上涨20%，国内原厂12月NAND wafer价格环比涨幅超10%，SSD终端价格更是攀升15%-20%，渐进式调价策略尽显市场底气。这一轮涨价的背后，是AI与数据中心需求的持续爆发，全球存储器产能被大幅挤压。国产NAND原厂凭借前瞻性布局，已经在供应链中完成角色蜕变：武汉双厂区的落地，将12寸NAND月产能提升至16万片，产线优化与良率提升进一步释放有效供给，使其从曾经的补充型力量，转变为影响消费级价格结构的关键因素。定价策略向“控量稳价”倾斜，部分规格成交价比肩海外原厂，标志着国产NAND产业正摆脱低价竞争的桎梏，迈向高质量发展的新阶段。DRAM市场同样暗流涌动。国产DRAM原厂当前月产能约28万片，预计2026年将扩至30万片，尽管新增投资仅能带来约10%的产能提升，扩张节奏相对稳健，但这一稳步增长的态势，已然彰显出国产厂商突破技术壁垒、抢占市场份额的决心。国际市场上，DRAM巨头的竞争格局也在发生微妙变化。2025年第三季度，全球DRAM市场规模环比扩大26%，SK海力士以34%的份额连续三季度稳居榜首，三星电子以33%的份额紧随其后，两者差距大幅收窄至1%；美光科技则以26%的份额位列第三。在备受瞩目的HBM赛道，三星电子更是以22%的市场份额重返第二，超越美光科技，与占据57%份额的SK海力士共同主导高端市场，技术实力与市场竞争力再度得到印证。存储器的涨价压力，正沿着产业链向下游传导。国际模组大厂芝奇宣布上调2025年第四季度产品价格，核心原因正是AI应用激增带来的DRAM需求暴增，原厂供应有限、产能未显著提升，导致原料成本大幅攀升。从PC、笔记本制造商酝酿涨价，到模组厂跟进调价，终端市场的价格波动已然显现，这既是行业供需失衡的直观体现，也从侧面印证了存储器在AI时代的核心战略地位。与存储器市场交相辉映的，是算力芯片领域的技术突破。三星电子向英伟达送样下一代DRAM模块SOCAMM第二代样品，这款专为AI数据中心设计的产品，基于LPDDR5X DRAM打造，相比现有RDIMM模块，带宽提升超两倍，功耗降低超55%，较上一代SOCAMM1速度提升20%以上，将赋能英伟达下一代AI芯片Vera Rubin，为人工智能基础设施注入更强算力。英伟达则顺势推出RTX PRO 5000 72GB Blackwell GPU，显存容量较48GB版本提升50%，凭借14080个CUDA核心、2064TOPS的AI算力，以及1344GB/s的显存带宽，在生成式AI基准测试中实现图像生成速度3.5倍、文本生成速度2倍的跨越式提升，在计算机辅助工程与产品设计领域，图形性能也提升超2倍。大容量显存的加持，让开发者得以在桌面端直接完成AI模型的训练与微调，为AI应用的场景化落地扫清了硬件障碍。从国产存储的强势突围，到国际巨头的技术竞合，半导体行业的每一次技术突破与市场洗牌，都离不开AI算力需求的底层驱动。在这场变革浪潮中，技术创新成为企业穿越周期的核心底气，而供需格局的重塑，则为行业打开了全新的增长空间。随着国产厂商技术实力的持续提升，以及全球算力基础设施建设的加速推进，半导体行业正朝着更高性能、更高效率、更强自主可控的方向，开启新一轮增长周期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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