兄弟们听说监管出手稳定内存价格了，长鑫、长江存储被要求控价

<p>最新消息，等等党等起来更有动力。据Digitimes报道，相关部门正式向长鑫存储和长江存储提出要求：<strong>提供战略支持，稳定内存供应价格，控制供应链成本。</strong></p><p class="image-package"><img class="uploaded-img" src="https://upload-images.jianshu.io/upload_images/31088270-c3ea45703d0a0864.png?imageMogr2/auto-orient/strip%7CimageView2/2/w/1240" width="auto" height="auto"/></p><p>上回说到苹果太坏了，高价囤积DRAM阻击安卓。</p><p>今儿个有消息说监管来了。</p><p class="image-package"><img class="uploaded-img" src="https://upload-images.jianshu.io/upload_images/31088270-dfb497809be01842.png?imageMogr2/auto-orient/strip%7CimageView2/2/w/1240" width="auto" height="auto"/></p><p><strong>这说明目前市场非常扭曲，魔幻的数据是现货这边要跌，合约那边还要涨。</strong></p><p class="image-package"><img class="uploaded-img" src="https://upload-images.jianshu.io/upload_images/31088270-76ce9fd477e617d7.png?imageMogr2/auto-orient/strip%7CimageView2/2/w/1240" width="auto" height="auto"/></p><p><strong>成品DDR4和DDR5在跌，散户偷偷在抛售，合约市场方面，三星、SK海力士、美光三大原厂寸步不让，Q2 DRAM合约价预计上涨58-63%。</strong></p><p>26年2月，发改委曾发布一篇文章，存储芯片价格持续上涨并向下游传导，在他的监测信息里。</p><p class="image-package"><img class="uploaded-img" src="https://upload-images.jianshu.io/upload_images/31088270-00d935ad5ffbd56b.png?imageMogr2/auto-orient/strip%7CimageView2/2/w/1240" width="auto" height="auto"/></p><p><strong>总的来说，内存涨价影响开始越来越大了。</strong></p><p><strong>而长鑫、长江存储作为国产存储破局关键点，是价格博弈至关重要的角色。更重要的是，国产替代是长期稳价逻辑，尽管有外媒指出，国产存储落后全球领先企业三到四年。</strong></p><p><strong>最后希望三星五月大罢工进展顺利。</strong></p><p>
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