【机构:预计明年一季度NAND Flash价格将出现超10%下滑】根据TrendForce集邦咨询最新调查,2025年第一季NAND Flash供货商将面临库存持续上升,订单需求下降等挑战,平均合约价恐季减10%至15%。其中,Wafer跌幅将收敛,模组产品部分,由于Enterprise SSD订单稳定,预期可缓冲合约价跌势;Client SSD及UFS则因消费性终端产品需求疲软,买家采购意愿保守,价格将持续下探。

金融界
31 Dec 2024
根据TrendForce集邦咨询最新调查,2025年第一季NAND Flash供货商将面临库存持续上升,订单需求下降等挑战,平均合约价恐季减10%至15%。其中,Wafer跌幅将收敛,模组产品部分,由于Enterprise SSD订单稳定,预期可缓冲合约价跌势;Client SSD及UFS则因消费性终端产品需求疲软,买家采购意愿保守,价格将持续下探。

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