目前Memory供应满足率降低，各应用领域供应紧张的局面持续发酵，随着供应商库存水位的进一步下 降，DRAM和NAND市场价格已经全面上涨，在此情况下，预计四季度存储市场规模将续创季度新高。 美股存储芯片股盘初大幅拉升，美光科技涨超5%，再创历史新高；西部数据涨近4%，闪迪涨近8%。 据CFM闪存市场数据显示，2025年三季度全球DRAM市场规模环比增长24.7%至400.37亿美元，NAND 市场规模环比增长16.8%至184.22亿美元，三季度全球存储市场规模连续两季度成长至584.59亿美元， 创造季度历史新高。 ...

Core Insights - The global DRAM market is projected to grow by 24.7% quarter-on-quarter in Q3 2025, reaching a size of $40.037 billion, while the NAND market is expected to grow by 16.8% to $18.422 billion, contributing to a total storage market size of $58.459 billion, marking a historical quarterly high [1] DRAM Market - Samsung has regained its position as the leading DRAM supplier with a market share of 34.8%, slightly surpassing SK Hynix, which holds a market share of 34.4% [1] - The increase in Samsung's market share is attributed to a significant rise in HBM bit shipments and DRAM price increases [1] NAND Market - The NAND market is also experiencing price increases due to a further decline in supplier inventory levels [1] - The overall storage market is expected to continue its upward trend, with Q4 projected to set new quarterly records [1]