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存储芯片正迎供需失衡加剧局面 Wedbush预计部分产品价格将涨超100%
问AI · 存储芯片需求激增的主要驱动因素是什么?
【存储芯片正迎供需失衡加剧局面 Wedbush预计部分产品价格将涨超100%】财联社3月23日电,Wedbush最新报告指出,在需求激增与供应紧张的双重推动下,部分存储产品价格有望出现超过100%的涨幅。Wedbush分析师在周一发布的报告中表示,DRAM与NAND存储价格正快速上涨,预计2025年第四季度基础上,2026年上半年价格涨幅将达到“三位数”水平。其中,DRAM价格涨幅有望达到130%至150%,NAND涨幅也接近这一水平,显示出存储市场正进入新一轮强劲周期。