电子行业行业月度报告：存储价格延续上涨，台积电业绩再创新高_老虎社区_美港股上老虎

电子行业行业月度报告：存储价格延续上涨，台积电业绩再创新高

中国银河14:05

（以下内容从中国银河《电子行业行业月度报告：存储价格延续上涨，台积电业绩再创新高》研报附件原文摘录）核心观点：1月存储市场延续2025年四季度以来的强势上涨态势，DRAM和NAND闪存价格涨幅持续超预期。三星电子、SK海力士等头部厂商一季度合约价大幅上调，其中NAND闪存供应价格上调超100%，DRAM价格涨幅达60%-70%。涨价核心驱动因素包括：AI服务器对HBM需求爆发、数据中心资本开支加码...

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