存储价格更新：受通用存储多重利好推动，上调 2025 年第四季度及 2026 年平均销售价格（ASP）增长预期-Global Semiconductors_ Memory Pricing Update_ Raising 4Q25E & 2026E ASP Growth Estimates on Multiple Tailwinds from Commodity Memory

V i e w p o i n t | 22 Sep 2025 06:17:00 ET │ 10 pages Global Semiconductors Memory Pricing Update: Raising 4Q25E & 2026E ASP Growth Estimates on Multiple Tailwinds from Commodity Memory CITI'S TAKE Digitimes reported (17-Sep) that 4Q25E memory contract price increased +15~20% QoQ due to supply shortages and aggressive memory procurement by CSPs. However, while we see negotiations for 4Q contract pricing likely settling in late-Sep, we project 4Q25E DRAM/NAND ASP growth to register +12%/+6% QoQ (vs. +5%/3% ...