全球存储市场规模再创历史新高，4Q25 DRAM/NAND Flash营收市占排名出炉

闪存市场02-13

随着AI-agent的广泛普及，AI推理工作负载显著增加，不仅带动全球AI服务器需求激增，传统服务器应用需求也大幅上升。第四季度，在AI需求主导下，超大规模云服务商对服务器采购意愿持续升温，直接推升存储芯片订单激增。然而，行业供应增速明显滞后于需求，导致服务器存储缺口不断扩大，甚至制约服务器整机出货。与此同时，由于产能优先保障服务器市场出货，Mobile及PC市场供应受限局面进一步加剧，客户为避免...

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/2611601135?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-13 14:59","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2611601135","market":"us","top_or_hot":-1,"title":"全球存储市场规模再创历史新高，4Q25 DRAM/NAND Flash营收市占排名出炉","media":"闪存市场","content":"<div>\n<p>随着AI-agent的广泛普及，AI推理工作负载显著增加，不仅带动全球AI服务器需求激增，传统服务器应用需求也大幅上升。第四季度，在AI需求主导下，超大规模云服务商对服务器采购意愿持续升温，直接推升存储芯片订单激增。然而，行业供应增速明显滞后于需求，导致服务器存储缺口不断扩大，甚至制约服务器整机出货。与此同时，由于产能优先保障服务器市场出货，Mobile及PC市场供应受限局面进一步加剧，客户为避免...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213150421a49f9a58&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>全球存储市场规模再创历史新高，4Q25 DRAM/NAND Flash营收市占排名出炉</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\">\n全球存储市场规模再创历史新高，4Q25 DRAM/NAND Flash营收市占排名出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 14:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213150421a49f9a58&s=b><strong>闪存市场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着AI-agent的广泛普及，AI推理工作负载显著增加，不仅带动全球AI服务器需求激增，传统服务器应用需求也大幅上升。第四季度，在AI需求主导下，超大规模云服务商对服务器采购意愿持续升温，直接推升存储芯片订单激增。然而，行业供应增速明显滞后于需求，导致服务器存储缺口不断扩大，甚至制约服务器整机出货。与此同时，由于产能优先保障服务器市场出货，Mobile及PC市场供应受限局面进一步加剧，客户为避免...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213150421a49f9a58&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":"IE00B19Z3B42.SGD","symbol_name":"Legg Mason ClearBridge - Value A Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213150421a49f9a58&s=b","article_id":"2611601135","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213150421a49f9a58&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=2611601135","pubTimestamp":1770965942,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"在这些因素的共同作用下，DRAM/NAND Flash价格在四季度迎来大幅上涨，而供需失衡态势持续蔓延，预计Memory价格在2026年全年将维持涨势。据CFM闪存市场分析，2025年四季度全球DRAM/NAND Flash市场规模达755.1亿美元，环比增长29.2%，其中全球DRAM市场规模环比增长29.8%至519.65亿美元，NAND市场规模环比增长27.8%至235.45亿美元。全年来看，2025年全球DRAM/NAND Flash市场规模历史上首次突破2000亿，同比增长32.7%至2215.91亿美元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4554":"元宇宙及AR概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","BK4543":"AI","BK4605":"半导体精选","BK4527":"明星科技股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","WDC":"西部数据","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","MUD":"1倍做空MU ETF-Direxion","SOX":"费城半导体指数","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","MU":"美光科技","BK4575":"芯片概念","BK4566":"资本集团","MULL":"2倍做多MU ETF-GraniteShares","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4579":"人工智能","BK4588":"碎股","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2"},"translate_title":"The global storage market size hits a record high again, and the 4Q25 DRAM/NAND Flash revenue market share ranking is released","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WDC":0.9,"MULL":0.6,"MUD":0.6,"SOX":1.64,"MU":1.74},"content_text":"随着AI-agent的广泛普及，AI推理工作负载显著增加，不仅带动全球AI服务器需求激增，传统服务器应用需求也大幅上升。第四季度，在AI需求主导下，超大规模云服务商对服务器采购意愿持续升温，直接推升存储芯片订单激增。然而，行业供应增速明显滞后于需求，导致服务器存储缺口不断扩大，甚至制约服务器整机出货。与此同时，由于产能优先保障服务器市场出货，Mobile及PC市场供应受限局面进一步加剧，客户为避免因存储短缺而中断生产，纷纷积极锁定产能资源。在这些因素的共同作用下，DRAM/NAND Flash价格在四季度迎来大幅上涨，而供需失衡态势持续蔓延，预计Memory价格在2026年全年将维持涨势。据CFM闪存市场分析，2025年四季度全球DRAM/NAND Flash市场规模达755.1亿美元，环比增长29.2%，其中全球DRAM市场规模环比增长29.8%至519.65亿美元，NAND市场规模环比增长27.8%至235.45亿美元。全年来看，2025年全球DRAM/NAND Flash市场规模历史上首次突破2000亿，同比增长32.7%至2215.91亿美元。来源：CFM闪存市场4Q25全球DRAM市场规模519.65亿美元，环比增长29.8%应用于服务器的高密度DDR5/LPDDR5X/HBM需求十分旺盛，而四季度DRAM仍存在较大供应缺口。尽管DRAM bit出货量增长受限但DRAM ASP大幅上涨，带动四季度DRAM市场规模环比增长29.8%。具体来看，三星四季度DRAM销售收入达192.6亿美元，环比增长38.1%，市场份额为37.1%，排名第一；SK海力士四季度DRAM销售收入达172.24亿美元，环比增长24.9%，市场份额为33.1%，排名第二；美光四季度（2025年9月-11月）DRAM销售收入达108.12亿美元，环比增长20.3%，市场份额20.8%，排名第三；南亚科技四季度DRAM销售收入为9.72亿美元，环比增长54.3%，市场份额1.9%；华邦电子四季度DRAM销售收入为2.99亿美元，环比增长34.7%，市场份额0.6%。4Q25全球NAND市场规模235.45亿美元，环比增长27.8%针对AI推理工作负载优化的SSD需求迅速攀升，而随着NL HDD供应状况趋紧，QLC SSD的替代需求也在不断上升。各存储原厂持续扩大Server SSD供应，以满足不断增长的需求，四季度全球NAND市场规模环比增长27.8%至235.45亿美元。具体来看，三星四季度NAND Flash销售收入达63.51亿美元，环比增长18.4%，市场份额27.0%，排名第一；SK海力士四季度NAND Flash销售收入达52.12亿美元，环比增长47.4%，市场份额22.1%，排名第二；铠侠四季度NAND Flash销售收入达35.24亿美元，环比增长15.7%，市场份额15.0%，排名第三；西部数据四季度NAND Flash销售收入达30.25亿美元，环比增长31.1%，市场份额12.8%，排名第四；美光四季度（2025年9月-11月）NAND Flash销售收入达27.43亿美元，环比增长21.8%，市场份额11.6%，排名第五。CFMS｜MemoryS20263月27日，CFMS｜MemoryS 2026与您再度相约深圳前海JW万豪酒店，以“穿越周期，释放价值”为主题，汇聚存储原厂、终端应用及生态伙伴，共同探讨如何充分释放存储技术的应用潜能与商业价值，破解增长困局，构建AI时代的高效产业新生态。报名通道现已开启，可通过峰会官网（https://www.memorys.com/）或“闪存市场”APP进行报名。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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/2611601135","isCrawlerRequest":true}