· 供应链分析

三星与海力士大幅上调DRAM价格,NAND涨500%,内存需求强劲。

中文翻译

据 Digitimes 今日报道,三星电子(Samsung Electronics)和 SK 海力士(SK Hynix)大幅上调 DRAM 价格。 部分消息源自本周《首尔经济日报》的报道,其中指出: “客户可能需要接受比之前合同价格高出一倍以上的价格,才能获得 DRAM 配额”。 DRAM 价格的急剧上涨伴随着 NAND 价格的上涨,今日“群联(Phison)因 NAND 价格上涨 500% 而转向预付款模式”。 内存需求存在一个无情的黑洞。

英文原文

Samsung Electronics and SK Hynix reportedly sharp DRAM price increases from Digitimes today. Part of source was the Seoul Economic Daily report this week that stated: “Customers may need to accept prices more than double their previous contract rates to receive DRAM allocations”. The sharp DRAM price hikes come with NAND price hikes as “Phison shifts to prepayments as NAND prices hike 500%” today. There is a relentless black hole on memory demand.

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