Counterpoint:在2026年第二季度之前 内存价格预计将再上涨约50%
Zheng Quan Shi Bao Wang·2025-11-19 11:34
Core Insights - Memory prices are expected to increase by approximately 50% before the second quarter of 2026 due to a critical chip shortage [1] - The traditional LPDDR4 faces the highest risk of price increases [1] - Nvidia's significant demand for LPDDR in the server sector is contributing to broader and more long-term risk factors surrounding advanced chips, affecting the entire consumer electronics market [1]