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NAND颗粒价格变化（美元）
NAND颗粒价格变化（美元）
行业数据
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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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25Q4全球NAND市场份额
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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
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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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NAND应用占比（2022）
fCDlupTnlKjpoobln58gICB8IOWNoOavlCB8CnwtLS0tLS0tLS0tLS18LS0tLS0tfAp8IOenu+WKqOe7iOerryAgIHwgMzQlICB8Cnwg5pyN5Yqh5ZmoICAgICB8IDI2JSAgfAp8IFBDICAgICAgICAgfCAyMiUgIHwKfCDlhbbku5YgICAgICAgfCAxOCUgIHwKCui1hOaWmeadpea6kO+8muS4reWVhuS6p+S4mueglOeptumZou+8jOilv+mDqOivgeWIuOeglOWPkeS4reW/gw==
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行业数据
2026-03-02
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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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海外NAND/HDD厂毛利率情况
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行业数据
2026-02-06
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模（亿美元）
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行业数据
2026-07-30
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全球药用级益生菌市场规模（百万美元）
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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行业数据
2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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供不应求带来集体涨价潮，或将持续至 2026 年。从 2025 年 9 月以来，全球存储巨头密集发布涨价通知，形成“集体提价潮”：三星宣布第四季度 DRAM 价格上调 15%-30%，NAND 价格上调 5%-10%；美光更是将存储产品价格拉高 20%-30%，并暂停报价一周以消化涨幅；闪迪对全渠道 NAND 产品提价 10%以上，群联恢复报价后涨幅约 10%，被视为 NAND 涨价的明确信号。现货市场反应更为激烈，DDR4 芯片半年累计涨幅超 200%，2025 年 Q2 单月涨幅一度达 53%，出现与 DDR5 价格倒挂的罕见现象；NAND 晶圆现货价格在 10 月环比上涨 9%~11%，服务器 eSSD 价格预计四季度涨幅将超 10%。根据TrendForce 等机构预测，这种涨势将持续至 2026 年。
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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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