Serenity：三星内存库存降至不足10天，2027年存储市场或面临史上最紧张供需

Serenity：三星内存库存降至不足10天，2027年存储市场或面临史上最紧张供需

2026-09-07 15:19

ChainThink 消息，9月7日，Serenity 发文表示，三星与 SK 海力士内存库存已降至不足 10 天供应量，明年可能出现严重短缺。

KB Securities 预计，2027 年存储市场或面临“历史上最紧张的供应条件”。

Serenity 援引数据显示，KB Securities 预计内存成本占 AI 基础设施支出的比例将从今年约 40% 升至明年 57%，TrendForce 预测更高达 68%。

相关存储股过去三个月较高点下跌约 38%，按明年预期业绩计算市盈率已降至约 3 倍。NAND 方面，围绕 Phison 的市场评论指向 2027 年供应极度紧张。

Serenity 提到，NAND 价格飙升已迫使部分中国消费级存储模组厂商清理库存，Phison 则可借机低价采购库存，显示局部价格回落与整体供应短缺可同时存在。

Serenity 认为，AI 需求持续增长、存储在 AI 基础设施中成本占比提升的背景下，韩国存储股及美股 MU、SNDK 等相关公司可能受益于 2027 年供需紧张与基础设施支出增长。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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