ChainThink 消息,据 TrendForce 预测,2026 年第三季度 PC DRAM 合约价格环比涨幅预期已由 8%–13% 上调至 15%–20%,第四季度则由 0%–5% 上调至 3%–8%。
服务器 DRAM 方面,TrendForce 预计 2026 年第三季度合约价格将环比上涨 13%–18%,主要受服务器需求强劲及整体供应偏紧推动。
此次价格预期上调,对美光等 DRAM 厂商形成利好,也显示内存市场供需失衡仍在持续影响行业收入。
Disclaimer: Contains third-party opinions, does not constitute financial advice
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