Storage chip market polarizes: HBM surges 20% on tight supply, while consumer DRAM and NAND keep falling

2026-07-28 10:53:55 233 阅读

On July 28, 2026, the storage chip market showed significant divergence: AI server demand pushed HBM prices up 20% MoM, while consumer DRAM and NAND Flash oversupply drove prices lower. This article analyzes latest quotes, supply-demand dynamics, and manufacturer strategies to reveal the underlying logic behind the market's stark contrast.

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