--- title: "存儲 “瘋漲” 持續中" description: "富國銀行數據顯示,DDR4 現貨價格周環比上漲約 23%(DDR5 上漲 1%);第四季度平均環比上漲 139%,12 月合約價格 PC DRAM 上漲約 8%,服務器 DRAM 上漲約 11%。 按美元/Gb 計算,他們預計第四季度合同價格環比上漲約 65%,同比增長 175%。 TLC 晶片收縮率 12 月環比增長 64%,第四季度環比增長 110%。" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/271381596.md" published_at: "2026-01-03T09:55:47.000Z" --- # 存儲 “瘋漲” 持續中 > 富國銀行數據顯示,DDR4 現貨價格周環比上漲約 23%(DDR5 上漲 1%);第四季度平均環比上漲 139%,12 月合約價格 PC DRAM 上漲約 8%,服務器 DRAM 上漲約 11%。 按美元/Gb 計算,他們預計第四季度合同價格環比上漲約 65%,同比增長 175%。 TLC 晶片收縮率 12 月環比增長 64%,第四季度環比增長 110%。 富國銀行數據顯示,DDR4 現貨價格周環比上漲約 23%(DDR5 上漲 1%);第四季度平均環比上漲 139%,12 月合約價格 PC DRAM 上漲約 8%,服務器 DRAM 上漲約 11%。 按美元/Gb 計算,他們預計第四季度合同價格環比上漲約 65%,同比增長 175%。 TLC 晶片收縮率 12 月環比增長 64%,第四季度環比增長 110%。 ### Related Stocks - [MU.US - 美光科技](https://longbridge.com/zh-HK/quote/MU.US.md) - [SOXS.US - 半導體 3 倍做空 - Direxion](https://longbridge.com/zh-HK/quote/SOXS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Is Micron on Track to Become a Trillion Doller Company? | Micron Technology is emerging as a key player in the AI chip market, nearing a market value of half a trillion dollars d | [Link](https://longbridge.com/zh-HK/news/276253638.md) | | Micron vs. SanDisk: Which Memory Chip Stock Is the Better Buy Right Now? | The memory chip sector is currently facing a supply shortage, drawing attention to Micron Technology (MU) and SanDisk (S | [Link](https://longbridge.com/zh-HK/news/276064762.md) | | These 'safer' chip stocks have boomed this -2- | Earnings commentary in the semiconductor industry is positive, with companies like Applied Materials (AMAT), Lam Researc | [Link](https://longbridge.com/zh-HK/news/275982144.md) | | State of New Jersey Common Pension Fund D Grows Position in Seagate Technology Holdings PLC $STX | State of New Jersey Common Pension Fund D increased its stake in Seagate Technology Holdings PLC by 7.7% in Q3, owning 7 | [Link](https://longbridge.com/zh-HK/news/276113880.md) | | Zweig DiMenna Associates LLC Sells 30,098 Shares of Micron Technology, Inc. $MU | Zweig DiMenna Associates LLC has reduced its stake in Micron Technology, Inc. (NASDAQ: MU) by 53.3%, selling 30,098 shar | [Link](https://longbridge.com/zh-HK/news/276125703.md) | --- > **免責聲明**:本文內容僅供參考,不構成任何投資建議。