金十数据9月25日讯,据Trend Force集邦咨询观察,由于消费市场需求提前在上半年被透支,下半年旺季未能如预期发挥效应,市场原本普遍预估Q4价格将进入盘整。然而,HDD供给短缺与过长交期,使CSP(云端服务供应商)将储存需求快速转向QLCEnterpriseSSD,短期内急单大量涌入,造成市场明显波动。同时,闪迪率先宣布调涨10%,美光也因价格与产能配置考量暂停报价,使得供应端氛围由保守转为积极。在此外溢效应带动下,预估NANDFlash第四季各类产品合约价将全面上涨,平均涨幅达5-10%。
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