2025 年 9 月存储芯片价格：服务器需求推动存储芯片价格进入坚实上行周期-South Korea Technology_ September 2025 memory pricing_ Server demand driving solid memory pricing upcycle
2025-10-09 02:00
1 October 2025 | 1:07AM KST Equity Research South Korea Technology: September 2025 memory pricing: Server demand driving solid memory pricing upcycle TrendForce noted conventional DRAM pricing rose 10-15% qoq in 3Q25 and expects it to rise another 8-13% qoq in 4Q25, slightly higher compared to what we expect for SEC in 3Q25, but broadly inline for 4Q25. For NAND, TrendForce noted NAND ASP rose 3-8% qoq in 3Q25 and expects stronger pricing growth of 5-10% qoq in 4Q25 mainly due to strong demand for eSSD. The ...