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09:23","market":"us","language":"zh","title":"传美光存储芯片大幅涨价，暂停报价一周","url":"https://stock-news.laohu8.com/highlight/detail?id=2567174183","media":"电子工程专辑","summary":"根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测需求有重大的供应短缺，所以紧急暂停了所有产品的报价，将重新调整后续的价格。DDR4、LPDDR4X价格自二季度起大幅上涨，DRAM价格指数半年内飙升72%，预计涨价潮将持续至年底。此次美光涨价决定，可能会影响存储芯片行业进入新一轮涨价周期。","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/GFk2abHRMHTZgeibmrEPlVn6aIfMzRdcD8OmtohUPzePblF5XCz7xSyvu8QfflxicDY0Au8ayw4IcAu5bAfCECHw/640?wx_fmt=png&amp;from=appmsg\"/><p>继闪迪（SanDisk）宣布将存储产品价格上调10%以上后，近日有传闻称，美国内存芯片巨头<a href=\"https://laohu8.com/S/MU\">美光科技</a>（Micron Technology）也向渠道商发出通知，宣布其存储产品即将上涨20%-30%。</p><p>根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测需求有重大的供应短缺，所以紧急暂停了所有产品的报价，将重新调整后续的价格。</p><p>此前，闪迪已宣布将存储产品价格上调10%以上，拉开了存储芯片行业新一轮涨价的序幕。市场分析显示，云服务供应商在2025财年资本支出提高180亿美元，直接推高了AI领域对存储芯片的需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250913092408385v152teyf9w155t9\"/><p>花旗分析师预计，美光将在9月23日发布的2025财年第四季度财报中给出远超市场预期的业绩指引。分析师认为，DRAM和NAND的销量与价格均将走高，存储行业的持续回升主要由产能受限和超出预期的需求推动。花旗已将美光目标价从140美元上调至175美元，维持\"买入\"评级。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也看好存储芯片市场，将闪迪目标价从70美元上调至96美元，并将其列入\"首选股\"行列。分析师指出，多家超大规模云厂商对NAND企业级固态硬盘的大额追加订单，正将NAND供给从消费市场转向企业市场。</p><p>根据TrendForce的数据，2025年第二季度，由于供应收紧和市场需求回升，NAND Flash晶圆和客户端SSD价格均出现上涨趋势。NAND Flash晶圆价格环比增长10%至15%，而客户端SSD价格上涨3%至8%，这标志着NAND Flash行业已经进入了价格上涨周期。</p><p>CFM闪存市场指出，“在盈利承压下原厂提高NAND利润水平心切，NAND涨价情绪日益高涨。” 数据显示，短短不到半年时间，DRAM价格指数上涨约72%，而NAND价格指数相对于去年仍处于较低水平，自6月中旬起，随着DRAM价格指数一路上扬，两大价格指数差逐渐拉大。上半年NAND价格持续下行，拖累原厂业绩，如闪迪Q1亏损，Q2虽扭亏但<span>净利润</span>远不及去年同期。随着服务器市场备货需求升温及北美市场HDD供应紧缺，服务器NAND需求大增，预计四季度企业级存储价格将上涨。</p><p>自去年三季度起，原厂将传统DRAM产能转向高利润产品，今年4月更宣布停产DDR4、LPDDR4X等旧制程，导致供需失衡。DDR4、LPDDR4X价格自二季度起大幅上涨，DRAM价格指数半年内飙升72%，预计涨价潮将持续至年底。同时，DDR5、LPDDR5X因HBM产能挤占，供应趋紧，全面涨价。</p><p>CFM闪存市场预计，四季度包括中国企业在内的各大原厂将迎来价格普涨，为企业级和手机存储市场奠定明年春季行情基调。</p><p>就在上月，美光决定未来将停止包括UFS 5.0在内的移动NAND产品的开发，随着美光逐渐退出移动NAND市场，嵌入式存储供应格局正在发生变化，这为包括国产厂商在内的其他NAND原厂带来发展机遇。</p><p>此次美光涨价决定，可能会影响存储芯片行业进入新一轮涨价周期。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传美光存储芯片大幅涨价，暂停报价一周</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509130924579529edf4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4575":"芯片概念","BK4566":"资本集团","MU":"美光科技","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF 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Technology）也向渠道商发出通知，宣布其存储产品即将上涨20%-30%。根据美光向渠道发出的通知，从今日起所有DDR4、DDR5、LPDDR4、LPDDR5等存储产品全部停止报价，协议客户价格全部取消，暂停报价，预计所有产品停止报价一周。据供应链消息称，美光高层看到客户的预测需求有重大的供应短缺，所以紧急暂停了所有产品的报价，将重新调整后续的价格。此前，闪迪已宣布将存储产品价格上调10%以上，拉开了存储芯片行业新一轮涨价的序幕。市场分析显示，云服务供应商在2025财年资本支出提高180亿美元，直接推高了AI领域对存储芯片的需求。花旗分析师预计，美光将在9月23日发布的2025财年第四季度财报中给出远超市场预期的业绩指引。分析师认为，DRAM和NAND的销量与价格均将走高，存储行业的持续回升主要由产能受限和超出预期的需求推动。花旗已将美光目标价从140美元上调至175美元，维持\"买入\"评级。摩根士丹利也看好存储芯片市场，将闪迪目标价从70美元上调至96美元，并将其列入\"首选股\"行列。分析师指出，多家超大规模云厂商对NAND企业级固态硬盘的大额追加订单，正将NAND供给从消费市场转向企业市场。根据TrendForce的数据，2025年第二季度，由于供应收紧和市场需求回升，NAND Flash晶圆和客户端SSD价格均出现上涨趋势。NAND Flash晶圆价格环比增长10%至15%，而客户端SSD价格上涨3%至8%，这标志着NAND Flash行业已经进入了价格上涨周期。CFM闪存市场指出，“在盈利承压下原厂提高NAND利润水平心切，NAND涨价情绪日益高涨。” 数据显示，短短不到半年时间，DRAM价格指数上涨约72%，而NAND价格指数相对于去年仍处于较低水平，自6月中旬起，随着DRAM价格指数一路上扬，两大价格指数差逐渐拉大。上半年NAND价格持续下行，拖累原厂业绩，如闪迪Q1亏损，Q2虽扭亏但净利润远不及去年同期。随着服务器市场备货需求升温及北美市场HDD供应紧缺，服务器NAND需求大增，预计四季度企业级存储价格将上涨。自去年三季度起，原厂将传统DRAM产能转向高利润产品，今年4月更宣布停产DDR4、LPDDR4X等旧制程，导致供需失衡。DDR4、LPDDR4X价格自二季度起大幅上涨，DRAM价格指数半年内飙升72%，预计涨价潮将持续至年底。同时，DDR5、LPDDR5X因HBM产能挤占，供应趋紧，全面涨价。CFM闪存市场预计，四季度包括中国企业在内的各大原厂将迎来价格普涨，为企业级和手机存储市场奠定明年春季行情基调。就在上月，美光决定未来将停止包括UFS 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