长江存储提前释放新产能，仍难扭转NAND供应紧张局面！

芯略透视02-02

近期市场消息称，存储器龙头企业长江存储原计划于2027年投产的新产能，有望提前至2026年下半年实现量产。部分观点认为，此举或将缓解全球NAND Flash供应紧张的局面。然而，分析师研判显示，受限于结构性供给限制与AI驱动的爆发性需求，单一厂商的扩产难以扭转全球NAND供应紧张与价格上涨的长期趋势。全球NAND产业的产出增长模式已发生根本转变。过去行业每年30%的高速位元增长已不复存在，基于目前...

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