预付全款+涨价100%？存储大厂出手了

微电子制造01-13

今日消息，据多位供应链人士向记者透露，全球存储巨头闪迪（SanDisk）已正式向部分下游客户发出了一份极为严苛的供应合同：要求客户必须支付100%的现金预付款，才能锁定未来1至3年的存储芯片配额。这一举措或标志着全球NAND Flash市场正从“买方市场”急剧转向极度强势的“卖方市场”。在传统的半导体供应链中，合作模式通常基于信用体系，采用“预付款+尾款”或“月结30-90天”的账期模式。然而，...

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