集邦咨询：预估2026年第二季度消费型DRAM合约价格将持续季增45-50%

视频滚动新闻04-10

根据TrendForce集邦咨询最新存储器产业研究，大厂逐步退出成熟DDR4以下产品制造的策略不变，在市场供给结构持续收敛下，过去几个月整体价格已累积惊人涨幅。TrendForce集邦咨询考量供给持续缩减、订单转移，以及成熟制程供应商产能扩张不及等因素，预估2026年第二季度消费型DRAM合约价格仍将持续季增45-50%。

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