供需严重失调，Nand闪存一季度预计涨价90%_老虎社区_美港股上老虎

供需严重失调，Nand闪存一季度预计涨价90%

华尔街见闻11:27

AI基建需求爆发叠加HDD缺货转单效应，NAND闪存市场供需失衡持续加剧。TrendForce最新数据显示，2026年第一季闪存价格季增预估高达85%至90%，五大厂商Q4营收合计已达211.7亿美元。扩产无望、AI需求不减，这场涨价盛宴或将贯穿全年。NAND闪存市场正经历新一轮剧烈供需失衡。受AI基础设施建设需求爆发与供给扩张受限双重驱动，闪存价格涨势持续加剧，市场格局正在加速重塑。据集邦科技（...

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