国金电子每周存储价格更新主流DRAM和NAND持续上涨趋势利基存储涨价大

NAND Flash市场呈现稳中有升的上涨趋势。小容量产品方面，本周64/32/2/1Gb均价分别为7.113/4.362/1.667/1.406美金，较上周同增1.07%/2.06%/5.57%/5.48%，较上月同增3.46%/4.4%/14.02%/15.63%。大容量产品方面，1Tb QLC/1Tb TLC/512Gb TLC/256Gb TLC wafer均价分别为15/16/13/8.5美金，较上周同增5.6%/6.7%/8.3%/6.3%，较上月同增5.6%/6.7%/27.5%/46.6%，呈现阶梯式涨价。DRAM市场维持上涨趋势，本周D5 16Gb /D4 16Gb/D4 8Gb/D3 4Gb现货均价分别为35/76.909/28.885/4.564美金，较上周同增10.1%/8.3%/7.7%/9.3%，较上月同增32.4%/39.8%/39.4%/24.0%。NOR Flash现货料号价格无变动。整体来看，存储景气度仍在上行，主流产品现货价格持续创新高，1Q26 DRAM合约价环比增55-60%，NAND合约价环比增33-38%。利基存储的涨价潮已拉开序幕，美光收购力积P5厂区或进一步挤压利基存储产能。数据来源：DramExchange、CFM、贸泽电子、TrendForce等。