Counterpoint：AI需求激增致NAND产能调整 2026Q1价格或强势上涨超40%

ITBEAR科技资讯02-03

据市场研究机构Counterpoint最新发布的存储价格追踪报告显示，NAND闪存市场正经历显著的价格波动。本季度内，NAND闪存价格预计将出现超过40%的涨幅，尽管这一数字较另一家研究机构TrendForce的预测有所缓和，但依然引发了行业的高度关注。推动NAND闪存价格大幅上涨的主要因素，在于主要生产厂商为满足人工智能（AI）服务器对NAND存储的强劲需求，纷纷调整了生产策略。这些厂商减少了...

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