存储价格追踪：2025 年第四季度强劲增长后，2026 年第一季度价格涨幅加速-South Korea Tech_ Memory Pricing Tracker_ Dec. 2025_ pricing growth acceleration in 1Q26 after strong growth in 4Q25
2026-01-05 15:43
4 January 2026 | 7:19PM KST Equity Research South Korea Tech: Memory Pricing Tracker: Dec. 2025: pricing growth acceleration in 1Q26 after strong growth in 4Q25 TrendForce meaningfully raised 1Q26 conventional DRAM pricing growth expectation to 55-60% qoq and now sees 1Q26 to be the quarter with the highest growth rate. TrendForce commented that hyperscalers are asking for additional volume for AI inferencing servers, which is limiting allocation for non-server customers and sees possibility for potential a ...