TrendForce：供需失衡持续加剧预计2026年第一季存储器各产品价格大幅上涨

智通财经02-02

智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减，TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从季增33-...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2608852570?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-02 17:18","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2608852570","market":"hk","top_or_hot":-1,"title":"TrendForce：供需失衡持续加剧 预计2026年第一季存储器各产品价格大幅上涨","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减，TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从季增33-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202172427a6c9b864&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TrendForce：供需失衡持续加剧 预计2026年第一季存储器各产品价格大幅上涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrendForce：供需失衡持续加剧 预计2026年第一季存储器各产品价格大幅上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202172427a6c9b864&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减，TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从季增33-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202172427a6c9b864&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":"BK1588","symbol_name":"回港中概股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202172427a6c9b864&s=b","article_id":"2608852570","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202172427a6c9b864&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608852570","pubTimestamp":1770023923,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减，TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。在供给缺口持续扩大的情况下，买方激进囤货以尽早补足库存，推升2026年第一季Enterprise SSD价格将季增53-58%，创下单季涨幅最高纪录。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83690":"美团-WR","89618":"京东集团-SWR","89988":"阿里巴巴-WR","BK1588":"回港中概股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1608":"元宇宙概念","04335":"英特尔-T","BK1575":"同股不同权","BK1615":"港股-互联网","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BABA":"阿里巴巴","09999":"网易-S","BIDU":"百度","09618":"京东集团-SW","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","09988":"阿里巴巴-W","09626":"哔哩哔哩-W","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","01024":"快手-W","BK1095":"互动媒体与服务","03690":"美团-W","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","04338":"微软-T","BK1587":"次新股","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","AVGO":"博通","BK1618":"Manus概念股","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","AAPL":"苹果","00992":"联想集团","BK1104":"互动家庭娱乐","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","AMZN":"亚马逊"},"translate_title":"TrendForce: The imbalance between supply and demand continues to intensify, and the prices of memory products are expected to rise sharply in the first quarter of 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83690":0.9,"89618":0.9,"89988":0.9,"04335":0.9,"09618":0.9,"AVGO":0.9,"01024":0.9,"09988":0.9,"09626":0.9,"03690":0.9,"BABA":0.9,"04338":0.9,"AAPL":0.9,"00992":0.9,"09999":0.9,"BIDU":0.9,"AMZN":0.9},"content_text":"智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减，TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从季增33-38%上调至55-60%，并且不排除仍有进一步上修空间。TrendForce集邦咨询指出，由于2025年第四季PC整机出货优于预期，目前PC DRAM仍普遍缺货，即便是确定取得原厂供给的tier-1 PC OEM业者，DRAM库存水平仍有下滑。在卖方市场格局抬升合约价商谈行情的背景下，预计2026年第一季PC DRAM价格将季增100%以上，涨幅达历史新高。观察Server DRAM市场，北美、中国各大云端服务业者(CSP)、Server OEM至一月为止，仍持续和存储器原厂洽谈年度DRAM LTA (long-term agreement)供应量。由于买方积极竞逐原厂供给，将带动第一季Server DRAM价格上涨约90%，幅度创历年之最，原厂需根据对买方真实需求的判断拟定供给策略，极力在各客户关系间取得平衡。至于Mobile DRAM市场，因整体DRAM市场供需差距不断扩大，各终端应用竞相提高报价以争取配额，预计将导致第一季LPDDR4X、LPDDR5X合约价皆大幅上调至季增90%左右，幅度同样是历来最高。其中，原厂对美系手机客户的1Q26合约价格已自去年底起陆续完成议定；中系手机客户则因4Q25合约价甫敲定，再加上农历春节长假影响，预估最快需至2月底才会有实质进展。在NAND Flash市场部分，尽管第一季订单量大幅超越供应商的生产负荷，然而，原厂更看好DRAM市场获利前景，积极将部分产线转为生产DRAM，从而进一步压缩NAND Flash新增产能。目前仅能通过制程升级勉强提高单位产出，短期内产能瓶颈将难以缓解。随着Inference(推理)AI应用场景扩大，市场对高效能储存设备的需求远高于预期，北美各大CSP自2025年底起开始强力拉货，刺激Enterprise SSD订单爆发。在供给缺口持续扩大的情况下，买方激进囤货以尽早补足库存，推升2026年第一季Enterprise SSD价格将季增53-58%，创下单季涨幅最高纪录。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608852570","isCrawlerRequest":true}

TrendForce：供需失衡持续加剧 预计2026年第一季存储器各产品价格大幅上涨

精彩评论

TrendForce：供需失衡持续加剧预计2026年第一季存储器各产品价格大幅上涨