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DRAM和NAND合计营收自2023Q2开始逐季回升
DRAM和NAND合计营收自2023Q2开始逐季回升
行业数据
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所属报告：
电子行业：存储供需好转复苏有望延续-250422（21页）.pdf
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fCDlhazlj7jlkI3np7AgICB8IOW4guWcuuS7veminSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLXwKfCDkuInmmJ/nlLXlrZAgICB8IDM3LjEwJSAgIHwKfCBTS+a1t+WKm+WjqyAgIHwgMzMuMTAlICAgfAp8IOe+juWFieenkeaKgCAgIHwgMjAuODAlICAgfAp8IOWNl+S6muenkeaKgCAgIHwgMS45MCUgICAgfAp8IOWNjumCpueUteWtkCAgIHwgMC42MCUgICAgfAp8IOWFtuS7liAgICAgICB8IDYuNTAlICAgIHwKCui1hOaWmeadpea6kO+8muS4reWVhuaDheaKpee9ke+8jOWFieWkp+ivgeWIuOeglOeptuaJgA==
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fCDlhazlj7jlkI3np7AgICAgICAgfCDluILlnLrku73pop0gfAp8LS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tfAp8IOS4ieaYn+eUteWtkCAgICAgICB8IDI3LjAwJSAgIHwKfCBTS+a1t+WKm+WjqyAgICAgICB8IDIyLjEwJSAgIHwKfCDpk6DkvqAgICAgICAgICAgIHwgMTUuMDAlICAgfAp8IOilv+mDqOaVsOaNri/pl6rov6ogICB8IDEyLjgwJSAgIHwKfCDnvo7lhYnnp5HmioAgICAgICAgfCAxMS42MCUgICB8Cnwg5YW25LuWICAgICAgICAgICB8IDExLjUwJSAgIHwKCui1hOaWmeadpea6kO+8muS4reWVhuaDheaKpee9ke+8jOWFieWkp+ivgeWIuOeglOeptuaJgA==
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长鑫存储DRAM市占率预估
fCDml7bpl7QgICAgICAgfCDluILlnLrku73pop3vvIgl77yJIHwKfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLXwKfCBRMSAyNSAgICAgIHwgNiAgICAgICAgICAgIHwKfCBRNCAyNShGKSAgIHwgOCAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mkNvdW50ZXJwb2ludCwgSVTkuYvlrrYsIOS4nOaWuei0ouWvjOivgeWIuOeglOeptuaJgA==
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fCDlhazlj7ggICAgICAgfCAyNVE05YWo55CDTkFOROW4guWcuuS7veminSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCDkuInmmJ/nlLXlrZAgICB8IDI3JSAgICAgICAgICAgICAgICAgIHwKfCBTS+a1t+WKm+WjqyAgIHwgMjIlICAgICAgICAgICAgICAgICAgfAp8IOmToOS+oCAgICAgICB8IDE1JSAgICAgICAgICAgICAgICAgIHwKfCDnvo7lhYkgICAgICAgfCAxMyUgICAgICAgICAgICAgICAgICB8Cnwg6ZW/5rGf5a2Y5YKoICAgfCAxMSUgICAgICAgICAgICAgICAgICB8Cnwg6Zeq6L+qICAgICAgIHwgMTMlICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQ291bnRlcnBvaW5077yM5oub5ZWG6K+B5Yi4
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fCDkvIHkuJogICAgICAgfCDluILlnLrku73pop0gfAp8LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS18Cnwg5LiJ5pif55S15a2QICAgfCAzNiUgICAgICB8CnwgU0vmtbflipvlo6sgICB8IDMyJSAgICAgIHwKfCDnvo7lhYkgICAgICAgfCAyMyUgICAgICB8Cnwg6ZW/6ZGr5a2Y5YKoICAgfCA1JSAgICAgICB8Cnwg5YW25LuWICAgICAgIHwgNCUgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQ291bnRlcnBvaW50LCDmi5vllYbor4HliLg=
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行业数据
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2022-2026年DRAM与NAND资本支出
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行业数据
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图3、2025Q4/2026Q1NAND和DRAM合约价预测（202602预测）
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行业数据
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图11、AI驱动下的全球DRAM需求测算
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行业数据
2026-05-11
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2025-2026年全球NAND与DRAM产能情况
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2026-05-09
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