据媒体报道，产业链调查显示，2026年存储产能空前紧张，大型云服务厂商已经提前启动2027年供货产 能的"捆绑式谈判"，将采购量、价格条件与后续年度供货目标一起协商，最快或将于今年一季度敲定 2027年供货合同。 此外根据TrendForce最新研究，随着国际主要NAND Flash制造商退出或减少MLC NAND Flash生产，并 集中资本支出与研发资源在先进制程，预估2026年全球MLC NAND Flash产能将年减41.7%，供需失衡 情况加剧。 供应端存储三大原厂短期内难有效扩产。模组厂普遍有颗粒短缺与下游配货压力，业内人士表示大型模 组厂实际取得的颗粒，也仅有原先需求的30％～50％；手机与PC等传统应用被排至后段，多数品牌厂 今年仅能取得原本50％～70％供应量。 ...

中国央行连续第14个月增持黄金 中国央行数据显示，中国12月末黄金储备报7415万盎司（约2306.323吨），环比增加3万盎司（约0.93 吨），为连续第14个月增持黄金。 据同花顺iFinD数据，今日国内黄金饰品价格对比显示，黄金珠宝品牌公布的境内足金首饰价格较昨日 集体上涨，最高报1402元/克。 国家药监局：优化临床急需境外已上市药品审评审批 从国家药监局获悉，为加快临床急需境外已上市药品在境内上市，满足患者临床用药迫切需求，国家药 监局进一步优化这类药品审评审批。国家药监局表示，坚持以临床价值为导向，鼓励申请人在中国开展 全球同步研发、同步申报上市；鼓励临床急需境外已上市的原研药及仿制药在境内申报，对于符合要求 的可纳入优先审评审批范围。（央视新闻） 国内碳酸锂、沪镍期货远期合约齐破15万元关口 1月7日，国内碳酸锂与镍期货远期合约价格双双突破15万元/吨关口。其中，碳酸锂主力合约开盘后迅 速冲高，盘中一度突破14.7万元/吨；其远期合约表现更为强劲，其中lc2611合约盘中涨至15.2万元/吨。 沪镍期货同样走强，主力合约价格突破14.7万元/吨；其包括ni2609、ni2610、ni2611、n ...

根据TrendForce集邦咨询最新研究，随着国际主要NAND Flash制造商退出或减少MLC NAND Flash生产，并集中资本支出与研发资源在先进制程，预估 2026年全球MLC NAND Flash产能将年减41.7%，供需失衡情况加剧。 MLC NAND Flash供给大幅收敛，主因是过往的最大供应商Samsung(三星)已于2025年3月宣布相关产品将进入生命周期终结(EOL)，2026年6月为最后出货 日。此外，Kioxia(铠侠)、SK hynix(SK海力士)和Micron(MU.US)的MLC产线多以满足现有客户需求为主，缺乏扩产因素。由于供给急缩且短期未有具规 模、可快速承接的产能，2025年第一季底开始，MLC NAND Flash市场出现明显追货、提前锁量现象，价格显著上涨至今。 TrendForce集邦咨询表示，MLC NAND Flash的终端需求持稳，主要来自工控、车用电子、医疗设备和网通等，皆对产品可靠度、写入寿命、长期供货承 诺要求较严格。然而，以上需求的长期成长幅度有限，且若部分应用加速导入强化版TLC解决方案，或整体NAND Flash市场景气明显反转，MLC产品价 ...

Jan. 7, 2026 产业洞察 根据Tr e n dFo r c e集邦咨询最新研究，随着国际主要NAND Fl a s h制造商退出或减少MLC NAND Fl a s h生产，并集中资本支出与研发资源在先进制程， 预估2 0 2 6年全球MLC NAND Fl a sh产 能将年减4 1 . 7%，供需失衡情况加剧。 MLC NAND Fl a s h供给大幅收敛，主因是过往的最大供应商Sams u n g（三星）已于2 0 2 5年3月 宣 布 相 关 产 品 将 进 入 生 命 周 期 终 结 (EOL) ， 2 0 2 6 年 6 月 为 最 后 出 货 日 。 此 外 ， Ki o x i a （ 铠 侠）、SK h y n i x（SK海力士）和Mi c r o n（美光）的MLC产线多以满足现有客户需求为主，缺 乏 扩 产 因 素 。 由 于 供 给 急 缩 且 短 期 未 有 具 规 模 、 可 快 速 承 接 的 产 能 ， 2 0 2 5 年 第 一 季 底 开 始 ， MLC NAND Fl a s h市场出现明显追货、提前锁量现象，价格显著上涨至今。 TrendForce集邦咨询 ...

Core Viewpoint - The storage industry is experiencing significant price increases for certain products, particularly DRAM, driven by production halts from major manufacturers rather than a surge in demand [2][5]. Price Increases - Recent reports indicate that prices for various DDR4 products have surged, with increases of up to 100% in some cases, and 50% within a month for others [2][4]. - Specific DDR4 products saw price increases of 3.95%, 15%, and 10% respectively in a week ending May 27 [4]. - The price hikes are attributed to production stoppages by major manufacturers like Micron, Samsung, and SK Hynix, which have led to a supply shortage and subsequent stockpiling by buyers [5][6]. Market Dynamics - The market is reacting to rumors of production halts, with a notable increase in demand for DDR4 and LPDDR4 products as buyers rush to secure inventory before potential shortages [5][6]. - NAND Flash products, particularly MLC NAND Flash, are also experiencing price increases due to similar production cutbacks [6][9]. Overall Market Trends - Despite localized price increases, the overall storage market is expected to grow only by 1% to 2% this year, as terminal demand has not rebounded strongly [9]. - The shift in production focus from older technologies like DDR3 and DDR4 to newer, high-performance products such as DDR5 and HBM is evident, as manufacturers aim to enhance profitability [9][10]. Technological Transition - The industry is moving towards advanced storage technologies, with a focus on HBM and QLC NAND Flash, which are deemed more suitable for AI applications [10][11]. - Companies like Micron and SK Hynix are restructuring their operations to increase HBM production capacity in response to growing market demands [11].

Core Insights - The storage industry is experiencing significant price increases for certain DRAM products, particularly DDR4 and DDR3, driven by production halts from manufacturers rather than increased demand [1][2][3] - Major manufacturers like Micron, Samsung, and SK Hynix are reportedly planning to cease production of DDR3 and DDR4 by the end of the year, leading to a supply shortage and subsequent price hikes [2][3][4] - The shift towards high-performance memory products, such as HBM and QLC NAND Flash, is becoming more pronounced as manufacturers adjust their production strategies to meet the demands of AI applications [7][8][9] Price Trends - Recent data indicates that various DDR4 products have seen significant price increases, with specific models experiencing rises of 3.95% to 15% in a single week [2] - The market has reacted to the news of potential production halts, resulting in a rush to stockpile DDR4 and LPDDR4 products, causing supply constraints and further price increases [3][4] Production Adjustments - Manufacturers are transitioning their production focus from older memory types like DDR3 and DDR4 to newer, more profitable products such as DDR5 and HBM, which are better suited for AI applications [7][8] - The NAND Flash market is also seeing price increases, particularly for MLC NAND Flash, due to reduced supply following production cutbacks by major players like Samsung [4][6] Market Outlook - Despite localized price increases, the overall storage market is expected to grow modestly by 1% to 2% this year, with some recovery anticipated in NAND Flash prices after a significant decline earlier in the year [6] - The emphasis on high-performance storage solutions is expected to continue, with companies like Micron and SK Hynix increasing their focus on HBM production to meet rising market demands [8][9]

Group 1 - Samsung, the global leader in memory storage, intends to exit the MLC NAND Flash market, notifying customers that it will only accept orders until June and is raising prices to discourage new orders, leading to a rush for alternative suppliers [1] - The market is reacting to Samsung's decision, with companies like Phison, ADATA, and Transcend expected to benefit from the supply disruption as NAND prices are on the rise [1] - Concerns over potential supply shortages have emerged, as LG Display is also unable to secure Samsung's products and is urgently seeking other suppliers, indicating a growing anxiety in the market [1] Group 2 - The NAND Flash technology allows data to be stored in a single memory cell, with different types such as SLC, MLC, TLC, and QLC varying in the number of information units stored, where SLC offers the highest stability but the lowest capacity density [2] - The current trend in both consumer and enterprise markets is shifting towards TLC and QLC, although MLC remains widely used in high-margin applications such as industrial, IoT, television, and automotive sectors due to its stability [2]