中国区半导体 - NOR 闪存 - 价格即将上涨-Greater China Semiconductors-NOR Flash - Price hike is coming
2025-08-05 03:20
Greater China Semiconductors | Asia Pacific Morgan Stanley Taiwan Limited+ NOR Flash – Price hike is coming July 31, 2025 10:42 AM GMT What's new? Some Greater China niche memory vendors have both DDR4 DRAM and NOR Flash exposure (e.g. GigaDevice, Winbond). Along with our bullish view on the DDR4 upcycle (link), investors are asking whether or not there could be a pricing hike on NOR Flash. We expect a price hike starting from 3Q: Our expectation is that NOR Flash pricing has troughed, with possibility of a ...