售罄！涨价! 存储厂商订单爆满

与非网02-25

火热了大半年的存储市场仍没有要降温的意思。售罄、涨价、订单从2026排到2027……这些关键词频繁出现在存储厂商的官方口径上。而事实也的确如他们所言，虽然短暂有声音质疑炒作行情，但很快就被下一个表态产能售罄的厂商声音所掩盖。2026年的半导体市场，存储继续占据头条。明确表态产能售罄的厂商不少。铠侠存储事业部总经理中户俊介表示，铠侠2026年的全部产能已经售罄，预计这一趋势至少会持续到2027年。...

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/2614076704?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-25 16:51","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2614076704","market":"us","top_or_hot":-1,"title":"售罄！涨价! 存储厂商订单爆满","media":"与非网","content":"<div>\n<p>火热了大半年的存储市场仍没有要降温的意思。售罄、涨价、订单从2026排到2027……这些关键词频繁出现在存储厂商的官方口径上。而事实也的确如他们所言，虽然短暂有声音质疑炒作行情，但很快就被下一个表态产能售罄的厂商声音所掩盖。2026年的半导体市场，存储继续占据头条。明确表态产能售罄的厂商不少。铠侠存储事业部总经理中户俊介表示，铠侠2026年的全部产能已经售罄，预计这一趋势至少会持续到2027年。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&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>售罄！涨价! 存储厂商订单爆满</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售罄！涨价! 存储厂商订单爆满\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 16:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&s=b><strong>与非网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>火热了大半年的存储市场仍没有要降温的意思。售罄、涨价、订单从2026排到2027……这些关键词频繁出现在存储厂商的官方口径上。而事实也的确如他们所言，虽然短暂有声音质疑炒作行情，但很快就被下一个表态产能售罄的厂商声音所掩盖。2026年的半导体市场，存储继续占据头条。明确表态产能售罄的厂商不少。铠侠存储事业部总经理中户俊介表示，铠侠2026年的全部产能已经售罄，预计这一趋势至少会持续到2027年。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&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":"BK4141","symbol_name":"半导体产品","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&s=b","article_id":"2614076704","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225170728a4c696a2&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=2614076704","pubTimestamp":1772009476,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"售罄、涨价、订单从2026排到2027……明确表态产能售罄的厂商不少。美光2026年所有HBM产能也已全部售罄，并预计HBM总潜在市场将在2028年将达到1000亿美元。该公司认为，全球存储器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。有机构认为，2026年一季度以来，各类存储产品价格环比急剧上涨，目前在能见度范围内今年存储价格持续上涨可期，同时2026年全球新增供给有限，预计存储紧缺趋势将延续至2027年。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4141":"半导体产品","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4527":"明星科技股","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4575":"芯片概念","BK4543":"AI","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","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","MU":"美光科技","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","MUD":"1倍做空MU ETF-Direxion","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4579":"人工智能","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","MULL":"2倍做多MU ETF-GraniteShares","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","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","STX":"希捷科技","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","BK4532":"文艺复兴科技持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4566":"资本集团","LU0109392836.USD":"富兰克林科技股A","BK4512":"苹果概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念"},"translate_title":"SOLD OUT! Price increase! Storage vendor orders are full","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MULL":0.6,"MU":1.87,"MUD":0.6,"STX":1.84},"content_text":"火热了大半年的存储市场仍没有要降温的意思。售罄、涨价、订单从2026排到2027……这些关键词频繁出现在存储厂商的官方口径上。而事实也的确如他们所言，虽然短暂有声音质疑炒作行情，但很快就被下一个表态产能售罄的厂商声音所掩盖。2026年的半导体市场，存储继续占据头条。明确表态产能售罄的厂商不少。铠侠存储事业部总经理中户俊介表示，铠侠2026年的全部产能已经售罄，预计这一趋势至少会持续到2027年。同时，该公司不会优先向出价最高的供应商供货，而是与长期合作伙伴共同制定年度供货计划，并据此进行分配。希捷首席执行官戴夫·莫斯利同样指出，希捷的近线产能“已全部售罄至2026年全年”，公司预计将在未来几个月开始接受2027年上半年的订单。他还补充道，基于与主要云客户签订的、有效期至2027年的长期协议，产能前景正在增强，客户们也已开始讨论2028年的预测，并强调了供应保障的重要性。美光2026年所有HBM产能也已全部售罄，并预计HBM总潜在市场（TAM）将在2028年将达到1000亿美元（2025年为350亿美元）。涨价更成为存储市场不值一提的消息，因为客户如今关注的已经从涨多少，到什么时候有货。SK海力士在高盛的电话会上发布对存储行业及公司经营的最新观点。该公司认为，全球存储器产业已彻底转向卖方市场，2026年价格涨势将贯穿全年。公司透露目前DRAM及NAND库存仅剩约4周，且没有任何客户能完全满足需求。威刚董事长陈立白曾表示，AI需求涌入，导致内存大缺货，客户实际能拿到的量仅能原本下单量的三成，有钱也买不到，不存在重复下单问题，就算下再多单也没货可拿。由于主动权被三大原厂牢牢握住，各种千奇百怪的结算方式也被发明出来。有韩媒报道，三星电子、SK 海力士、美光，正对合约订单引入新的结算方式，客户需在期末根据市场行情补足差额，此类新式合约的目标客户主要是北美大型科技公司：它们将保障供应视为第一要务，对高价的容忍度要高于供应不确定性。根据行业传统，下游企业与上游原厂签署的存储供应合约通常为期一年；同时一旦确定合约价，即使市场环境发生变化，协商后的实际执行价格的调整范围也相对有限。而如今针对北美科技公司发明的结算方式，这意味着合约模式如今更接近于“供应量有保障的现货”。这股浩浩荡荡的涨价潮，可能还要持续下去。有机构认为，2026年一季度以来，各类存储产品价格环比急剧上涨，目前在能见度范围内今年存储价格持续上涨可期，同时2026年全球新增供给有限，预计存储紧缺趋势将延续至2027年。在价格与需求共振情况下，今年海内外存储将迎来业绩释放大年，后续市场价格趋势和各环节公司业绩增长持续性是核心关注点。注：文章综合网络，仅供学习和交流之用，不构成任何建议，不代表本号立场，图片来源网络，版权归原作者所有，如有任何问题，敬请联系我们，谢谢。","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":0,"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/2614076704","isCrawlerRequest":true}