Group 1 - The core viewpoint of the articles indicates a significant shift in demand towards Nearline SSDs due to the rising needs for AI inference services, as traditional HDDs face severe supply shortages [2] - The DRAM market is experiencing price increases, with conventional DRAM prices expected to rise by 8-13% in Q4 2025, driven by prioritization of advanced process capacities for high-end server DRAM and HBM [3][4] - The production capacity for LCD TV panels is projected to decrease, with an estimated drop in utilization rates from manufacturers' planned levels, indicating a slowdown in demand [7] Group 2 - NAND Flash prices are anticipated to rise by 5-10% in Q4 2025, influenced by a shift in storage demand towards QLC enterprise SSDs due to HDD supply shortages and extended lead times [8]
每周观察 |Nearline SSD需求攀升；4Q25 DRAM和NAND Flash价格上涨；LCD电视面板大厂计划调降稼动率
TrendForce集邦·2025-09-26 04:09