中文翻译
NAND 价格现已失控飙升。 像 $SNDK、$MU、三星、SK 海力士这样的内存公司，将从缺乏弹性的供应和最近的 NAND 价格上涨中获益最多。 据 Digitimes 报道，群联电子(Phison)CEO 表示： “随着供应收紧，NAND 闪存价格飙升，部分制造商的报价一夜之间上涨高达 50%。” 此前有报道称，三星已将第二季度 NAND 价格翻倍。 可用库存正变得几乎不存在，超大规模云服务商和其他公司愿意不惜一切代价以确保获得配额。
· 供应链分析
NAND供应紧缺致价格飙升，内存厂商将大幅受益。
英文原文
NAND prices have now spiraled out of control. Memory companies like $SNDK, $MU, Samsung, SK Hynix stand to benefit the most from inelastic supply and recent NAND price hikes. According to Phison's CEO per Digitimes: "NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight" This follows reports this week that Samsung has just doubled NAND prices for Q2. Available inventory is becoming non-existent, with hyperscalers and companies willing to pay anything to secure allocation.