全球存储芯片市场 -9 月存储芯片追踪报告：现货价格表现强劲，预示后续合约价格向好

3 October 2025 Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Global Memory MEMORY TRACKER (Sep): Strong spot price indicating strong contract price later Mark Li +852 2123 2645 mark.li@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com This monthly tracker (download dataset here) summarizes spot and contract price data released by TrendForce/DRAMeXchange & compares that with our model & investor expectation. Another monthly tracker complements this with data from WSTS. Addit ...