旧款存储产品迎来反转，市场价格迎来补涨，机构预测延续至2026年

存储芯片交流圈01-20

进入2026年，企业级客户对DDR4采购需求显著提升，带动首季价格涨幅达50%，第二季仍有上行空间。DDR4、DDR3、NOR Flash及SLC/MLC NAND等旧款存储产品正迎来供需反转，随着供给端结构性收缩，价格上行趋势持续深化，机构预测将延续至2026年。机构指出，由于原厂持续将资源转向先进制程与HBM，使DDR4与DDR3的新增供给受限，但相关产品仍广泛应用于企业级系统、工控、网通与...

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