9月NAND Flash价格涨幅反超DRAM

Core Insights - The NAND Flash market composite price index increased by 5% in Q3 2025, while the DRAM market composite price index rose by 19.2% [1] - In September alone, the NAND Flash market composite price index saw a 4.7% increase, and the DRAM market composite price index increased by 2.6% [1] - It is anticipated that the eSSD prices will rise by approximately 10% in Q4, and DDR5 RDIMM prices are expected to increase by about 10% to 15% [1] - The acceleration of large cloud service providers in adopting high-capacity QLC eSSD has led to a supply shortage of certain QLC NAND products [1]