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机构：预估2024年第一季NAND Flash合约价平均环比涨幅15~20%
source link: https://cn.technode.com/post/2024-01-09/nand-flash-2/
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机构：预估2024年第一季NAND Flash合约价平均环比涨幅15~20%
2024/01/09 15:45
|By 黄 尘
集邦咨询研究显示，尽管适逢传统淡季需求呈现下降趋势，但为避免缺货，买方持续扩大NAND Flash产品采购以建立安全库存水位，而供应商为减少亏损，对于推高价格势在必行，预估2024年第一季NAND Flash合约价季涨幅约15~20%。值得注意的是，NAND Flash原厂为减少亏损而急拉价格涨幅，但由于短期内涨幅过高，需求脚步却跟不上，后续价格上涨仍需仰赖Enterprise SSD拉货动能恢复。
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