一季度，全球存储器价格全面上调_老虎社区_美港股上老虎

一季度，全球存储器价格全面上调

半导体新知道02-07

2026年第一季度，全球存储芯片市场供需失衡态势进一步加剧。据TrendForce最新报告，AI与数据中心需求的持续爆发已显著推高原厂议价能力，驱动DRAM与NAND Flash合约价全面上修。其中，通用DRAM合约价涨幅从原预估的55%~60%大幅上调至90%~95%，NAND Flash合约价也从33%~38%提升至55%~60%，且未来可能继续修正涨幅。这一轮价格调整的剧烈程度，折射出存储...

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