Group 1 - NAND flash memory prices are rising due to supply shortages, prompting Phison to update payment terms with customers to secure more stable supply [1] - The semiconductor ETFs are experiencing declines, with the high "equipment" content semiconductor ETF down 2.26% and the semiconductor equipment ETF down 2.20% [1] - Individual stocks show mixed performance, with Oulain Materials up 5.25% and Shengmei Shanghai down 8.83% [1] Group 2 - Guojin Securities predicts a 30-40% increase in storage contract prices in Q1 2026, with DDR5 RDIMM prices exceeding 40% and enterprise SSD prices rising by 20-30% [2] - The supply-demand gap for DRAM/NAND is expected to widen, with server consumption increasing by 40-50% [2] - TSMC's 2nm capacity is being prioritized, with projected revenue in Q3 2026 expected to exceed the combined revenue of 3nm and 5nm [2]
供不应求！NAND大厂群联要求客户交预付款，科创半导体ETF（588170）规模创新高
Mei Ri Jing Ji Xin Wen·2026-02-27 07:23