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集邦：NOR Flash上半年漲價逾100% 下半年續揚 (opens original article in a new tab)

TL;DR

NOR Flash與SLC NAND Flash因供應緊張價格持續上漲，預期下半年仍將進一步攀升。

  • NOR Flash上半年合約價累計上漲超過100%
  • SLC NAND Flash上半年價格平均累積漲幅達130%至150%
  • 2026年下半年NOR Flash價格仍有60%至65%調漲空間
  • SLC NAND Flash2026年下半年價格仍有70%至75%上漲空間
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