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晶圆价格持续上涨,本周存储市场缺货严重 | 闪德周评
本周SSD市场报价整体微涨,价高者得成为渠道交易趋势。晶圆端持续上涨,主控芯片供应紧张程度超出预期,缺货状况加剧,其成本上升与交期延长,导致SSD整机及模组难以及时补货。电商平台与线下实体店均已出现明显调价行为,部分热门规格产品出现断货或限量供应。现货市场询单频繁、报价混乱,贸易商之间互探价格,投机情绪明显升温。整体市场看涨氛围浓厚,保持合理库存,留意原厂动态。
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