存储价格追踪（12 月）-涨幅较 11 月进一步扩大-MEMORY TRACKER (Dec) Further acceleration from Nov

on 05-Jan-2026 5 January 2026 Global Memory MEMORY TRACKER (Dec): Further acceleration from Nov Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Contract price: Contract prices rose further in Dec as more follow-on orders came in. With server demand staying strong, suppliers continued to hike prices while also having to ration supply to no ...