@jukan05: "Our supply chain work on Long Term Agreements (LTAs) across the memory industry suggests that up to 30% of DDR volumes industry-wide will b...

@jukan05 3 信息等级 3 发布：2026-05-26T08:31 抓取：2026-05-26 11:18

🔗 原文链接

行业动态半导体

摘要

据供应链研究，内存行业高达30%的DDR容量将很快以略低于当前价格的水平锁定在长期协议中，可能影响未来供需格局。

客观事实

研究显示内存行业30% DDR容量将通过长期协议锁定，定价略低于当前水平

内存行业 DDR

原文

"Our supply chain work on Long Term Agreements (LTAs) across the memory industry suggests that up to 30% of DDR volumes industry-wide will be soon locked in at pricing that is just slightly below current levels"

HOLY SMOKES

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