长鑫科技在2026年半年度业绩说明会上表示，全球DRAM供给紧缺的局面将继续在下半年延续 1。公司高级副总裁黄丹陽指出，三星、SK海力士、美光等全球主要存储芯片厂商正在大量转向高端产能，集中供应利润更高的HBM伺服器芯片，这一战略调整直接压缩了手机DRAM和NAND的产能 1。由于人工智能大模型训练和伺服器产业的高速扩张，这种产能偏斜态势已成为市场主流 1。
存储芯片行业已步入景气上升阶段 1。第三季度DRAM与NAND的平均售价走势与预期基本一致 1。自2025年初以来，记忆体价格已累计上涨5至7倍 1。供应紧缺直接传导至终端产品，多个中国手机品牌近期被迫大幅提价，部分厂商甚至停止供应已陷入负毛利的产品线 1。公司毛利率将持续提升 1。
Changxin Technology indicated during its first-half 2026 earnings briefing that the global DRAM supply deficit will persist through the remainder of the year 1. The company's gross margin has continued to improve amid the tight supply conditions 1.
The shortage stems from major chipmakers redirecting high-end production capacity toward higher-margin HBM server memory chips, driven by rapid expansion in AI large model training and AI server industries 1. This reallocation directly constrains capacity available for smartphone DRAM and NAND products 1. As a result, multiple Chinese smartphone manufacturers have recently implemented substantial price increases 1.
Huang Danyang, senior vice president of Changxin Technology, stated that the global DRAM supply shortage will continue into the second half of the year 1. Memory chip prices have climbed 5 to 7 times cumulatively since early 2025 1. Samsung, SK Hynix, and Micron—major storage chipmakers globally—have shifted substantial high-end capacity toward HBM server memory 1. Third-quarter DRAM and NAND average selling prices have tracked in line with expectations, with the overall storage chip sector entering a phase of rising prosperity 1.
评论
还没有评论，欢迎留下第一条。