全球存储技术：上调 NAND 闪存预期，四季度 DRAM 平均售价承压，韩国小盘股风险-Global Memory Tech-Weekly theme NAND forecast raised, 4Q DRAM ASP cap, Korea small-cap risk

Accessible version Global Memory Tech Weekly theme: NAND forecast raised, 4Q DRAM ASP cap, Korea small-cap risk Price Objective Change Global NAND forecast slightly up due to Kioxia We lift 3Q/4Q25 global NAND sales forecasts by 2.8%/2.5% (vs our earlier estimates on 31 Oct) at 3.9%/2.5% higher bit shipment projections, which fully offset the near-1% lower ASP assumption. Our revisions are mostly related to Kioxia's Sept'25 quarter results (very strong bit growth: up high-30% QoQ but weaker ASP: down low-si ...