Group 1 - The core viewpoint of the article highlights that due to significant growth in NAND demand driven by rapid AI infrastructure development, the company has adjusted payment terms to require prepayments or shortened payment deadlines [1] - The company emphasizes that this adjustment will enhance operational efficiency in acquiring raw materials and strengthen operational flexibility, ultimately providing more stable and high-quality services [1] - TrendForce reports that DRAM contract prices are expected to increase significantly, with general DRAM prices projected to rise by 90% to 95%, and the overall contract price for high bandwidth memory (HBM) expected to increase by 80% to 85% [1] Group 2 - Looking ahead to Q1 2026, TrendForce indicates that the seasonal demand decline in consumer applications will lead to a further contraction in shipment growth rates, with prices expected to accelerate again as other applications follow suit to ensure supply from manufacturers [2]
NAND需求太猛了，原厂调整付款方式
半导体芯闻·2026-02-27 10:15