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NAND应用占比（2022）
NAND应用占比（2022）
行业数据
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fCDlupTnlKjpoobln58gICB8IOWNoOavlCB8CnwtLS0tLS0tLS0tLS18LS0tLS0tfAp8IOenu+WKqOe7iOerryAgIHwgMzQlICB8Cnwg5pyN5Yqh5ZmoICAgICB8IDI2JSAgfAp8IFBDICAgICAgICAgfCAyMiUgIHwKfCDlhbbku5YgICAgICAgfCAxOCUgIHwKCui1hOaWmeadpea6kO+8muS4reWVhuS6p+S4mueglOeptumZou+8jOilv+mDqOivgeWIuOeglOWPkeS4reW/gw==
所属报告：
2026年电子行业年度策略：端云算力同频共振自主可控步履铿锵-260301（72页）.pdf
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相关数据
25Q4全球NAND市场份额
fCDlhazlj7jlkI3np7AgICAgICAgfCDluILlnLrku73pop0gfAp8LS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tfAp8IOS4ieaYn+eUteWtkCAgICAgICB8IDI3LjAwJSAgIHwKfCBTS+a1t+WKm+WjqyAgICAgICB8IDIyLjEwJSAgIHwKfCDpk6DkvqAgICAgICAgICAgIHwgMTUuMDAlICAgfAp8IOilv+mDqOaVsOaNri/pl6rov6ogICB8IDEyLjgwJSAgIHwKfCDnvo7lhYnnp5HmioAgICAgICAgfCAxMS42MCUgICB8Cnwg5YW25LuWICAgICAgICAgICB8IDExLjUwJSAgIHwKCui1hOaWmeadpea6kO+8muS4reWVhuaDheaKpee9ke+8jOWFieWkp+ivgeWIuOeglOeptuaJgA==
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竞争格局
2026-07-02
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25Q4全球NAND市场份额
fCDlhazlj7ggICAgICAgfCAyNVE05YWo55CDTkFOROW4guWcuuS7veminSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCDkuInmmJ/nlLXlrZAgICB8IDI3JSAgICAgICAgICAgICAgICAgIHwKfCBTS+a1t+WKm+WjqyAgIHwgMjIlICAgICAgICAgICAgICAgICAgfAp8IOmToOS+oCAgICAgICB8IDE1JSAgICAgICAgICAgICAgICAgIHwKfCDnvo7lhYkgICAgICAgfCAxMyUgICAgICAgICAgICAgICAgICB8Cnwg6ZW/5rGf5a2Y5YKoICAgfCAxMSUgICAgICAgICAgICAgICAgICB8Cnwg6Zeq6L+qICAgICAgIHwgMTMlICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQ291bnRlcnBvaW5077yM5oub5ZWG6K+B5Yi4
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竞争格局
2026-05-13
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2022-2026年DRAM与NAND资本支出
fCDlubTku70gICB8IERSQU0gQ2FwZXggfCBOQU5EIEZsYXNoIENhcGV4IHwgRFJBTSBDYXBleCBZb1kgfCBOQU5EIEZsYXNoIENhcGV4IFlvWSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIyICAgfCAzMDAwMCAgICAgIHwgMzMwMDAgICAgICAgICAgICB8IDclICAgICAgICAgICAgIHwgOSUgICAgICAgICAgICAgICAgICAgfAp8IDIwMjMgICB8IDIwMDAwICAgICAgfCAxODAwMCAgICAgICAgICAgIHwgLTMzJSAgICAgICAgICAgfCAtNDQlICAgICAgICAgICAgICAgICB8CnwgMjAyNCAgIHwgMzAwMDAgICAgICB8IDIwMDAwICAgICAgICAgICAgfCA0OSUgICAgICAgICAgICB8IDclICAgICAgICAgICAgICAgICAgIHwKfCAyMDI1RiAgfCA1NDAwMCAgICAgIHwgMjEwMDAgICAgICAgICAgICB8IDgxJSAgICAgICAgICAgIHwgOCUgICAgICAgICAgICAgICAgICAgfAp8IDIwMjZGICB8IDYxMDAwICAgICAgfCAyMjAwMCAgICAgICAgICAgIHwgMTQlICAgICAgICAgICAgfCA1JSAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJpUcmVuZEZvcmNl77yM5oub5ZWG6K+B5Yi4
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行业数据
2026-05-13
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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
2026-05-11
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2025-2026年全球NAND与DRAM产能情况
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行业数据
2026-05-09
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图31：2024–2026年计算市场（百万美元）：通信、自动/工业/消费、其他SoC及DRAM/NAND占比趋势
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行业数据
2026-04-22
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NAND市场份额
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竞争格局
2026-04-22
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图10、NAND资本开支（百万美金）
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行业数据
2026-04-10
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2022-2026年DRAM与NAND资本支出
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行业数据
2026-04-09
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25Q4全球NAND市场份额
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竞争格局
2026-04-09
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全球NAND厂商格局（营收，25Q2）
fCDljoLllYYgICAgIHwg6JCl5pS25Y2g5q+U77yIMjVRMu+8iSB8CnwtLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCDkuInmmJ8gICAgIHwgMzIlICAgICAgICAgICAgICB8Cnwg5rW35Yqb5aOrICAgfCAyMCUgICAgICAgICAgICAgIHwKfCDpk6DkvqAgICAgIHwgMTQlICAgICAgICAgICAgICB8Cnwg576O5YWJICAgICB8IDEzJSAgICAgICAgICAgICAgfAp8IOmXqui/qiAgICAgfCAxMiUgICAgICAgICAgICAgIHwKfCDplb/msZ/lrZjlgqggfCA5JSAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mkNvdW50ZXJwb2ludO+8jOilv+mDqOivgeWIuOeglOWPkeS4reW/gw==
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竞争格局
2026-03-02
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NAND内存现货价格持续上涨（单位：美元）
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行业数据
2026-03-02
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NAND颗粒价格变化（美元）
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行业数据
2026-03-02
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海外NAND/HDD厂毛利率情况
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2026-02-06
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西部证券 行业深度研究 | 电子 2026 年 03 月 01 日
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2026年电子行业年度策略：端云算力同频共振自主可控步履铿锵-260301（72页）.pdf
2026年电子行业报告：算力景气、自主可控与端侧AI三重共振
2026年电子行业年度策略：端云算力同频共振自主可控步履铿锵-260301
头部存储厂商25~27年产能规划
NearlineHDD与QLCSSD重点比较
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2026-07-02
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