TrendForce：上调Q3、Q4 DRAN合约价格预期，利好美光等DRAM厂商

TrendForce：上调Q3、Q4 DRAN合约价格预期，利好美光等DRAM厂商

2026-06-30 16:38View Original

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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