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NAND与NOR性能对比
NAND与NOR性能对比
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所属报告：
电子行业深度报告：大模型增加存储需求行业景气底部反暖-230417（21页）.pdf
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相关数据
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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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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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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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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全球拥有AKK专利菌株的核心企业
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2026-07-30
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NOR Flash 特点在于允许 CPU 直接从存储单元中读取代码执行（eXecute InPlace, XIP），即应用程序可直接在Flash内运行，而不必再读到系统RAM中；但NOR Flash写入和擦除速度慢，因此不适宜作为大容量存储器，仅在小容量场景具有成本效益。
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电子行业深度报告：大模型增加存储需求行业景气底部反暖-230417（21页）.pdf
服务器型号对比
NAND与NOR性能对比
22H1公司产品结构
22Q4NAND存储器市场格局
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