?¹æ?????þ@?¨è??¥é??ï¼?ä¼´é????主è?å­??¨å?¶é????????ç»???产ï?å·²ç?å¸??ºå?»å?å­??????¾ç?°ï?é¢?ä¼?AND Flashä»·æ?¼å????ä¹???ï¼?DRAMä»·æ?¼ä?ä¼?ä¸?涨ã??è¿???ä¸?游å??¨è?æº?ä»·æ?¼è?ä¸?æ­¥ä?è°?ï¼?NAND涨价è¡????©æ?£è?³å?容é??256Gb NAND Waferï¼?1Tb/512Gb/256GbTLC NAND Flash?????涨è??.65/1.80/1.03ç¾?????

NAND???ä¾?åº???为å??å°?äº???ï¼?2023年以?¥å·²ç»?è¿?è¡?äº?å¤?次å??产ï??????¸å?³æ????å·²ç??¾ç?°ï?8??NANDFlash??????çºþ?»·?¼å?ºç?°å??å¼¹ï?9??继续ä¸?涨ã?????9??åº?ï¼?å­??¨å??????产æ?¶é?´å·²è¾?-12ä¸???ï¼???é¢?计æ??ç»???024å¹´ç????产ï????³ç????????产æ?¶é?¿å??¿è¾¾?³å?9-15ä¸???????????产æ????è¶??¥è??¾è??ï¼?????强å?¿æ??涨ç???³å?强ç??ï¼?ä¸?游è?æº?ä¾?åº????¾è?ç´§ï??¨å??èµ?æº??¨ç?°è´§å¸??ºä?ä¾?ä¸?åº?æ±???

å¸??ºä?家è?é¢?æµ?ï¼?NAND???ä»·æ?¼å??¨ç?4季度继续ä¸?涨ã?????þ@?¨è?对ç?4季度NAND???ä»·æ?¼æ??ä¹?è§???åºþ

???´è??¸è??¥æ???ºï?å­??¨æ?¿å??????å­??¨ä???ç´??±æ???ä¾?åº?ç«??¨å??AND产å??涨价ï¼?åº?å­???æ¸????°æ?常水ä½?ï¼?AIå¸þ@??BMä¸?DDR5??æ±?ä¸?????建è??³æ³¨????????/span>??ä¸????¡ä»½??æ±?æ³¢é???æ·±ç?????å¾·æ????/span>ç­???