根据TrendForce集邦咨询最新调查,由于三大DRAM原厂持续优先分配先进制程产能给高阶Server DRAM和HBM,排挤PC、Mobile和Consumer应用的产能,同时受各终端产品需求分化影响,第四季旧制程DRAM价格涨幅依旧可观,新世代产品涨势相对温和。预估整体一般型DRAM (Conventional DRAM)价格将季增8-13%,若加计HBM,涨幅将扩大至13-18%。
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