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2025年DRAM总产能微幅增长、TSV占比升高
2025年DRAM总产能微幅增长、TSV占比升高
行业数据
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图片格式:PNG
图片大小:801KB
图片尺寸:1811*1254
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所属报告:
电子行业研究:看好苹果链、Ai驱动及自主可控产业链-241209(66页).pdf
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竞争格局
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韩国闪存和内存(DRAM)PPI
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行业数据
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25Q4全球DRAM市场份额
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竞争格局
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长鑫存储DRAM产能快速扩张(单位:万片/月,%)
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行业数据
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长鑫存储DRAM市占率预估
fCDml7bpl7QgICAgICAgfCDluILlnLrku73pop3vvIgl77yJIHwKfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLXwKfCBRMSAyNSAgICAgIHwgNiAgICAgICAgICAgIHwKfCBRNCAyNShGKSAgIHwgOCAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mkNvdW50ZXJwb2ludCwgSVTkuYvlrrYsIOS4nOaWuei0ouWvjOivgeWIuOeglOeptuaJgA==
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竞争格局
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25Q4全球DRAM市场份额
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竞争格局
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DRAM合约价(美金)
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行业数据
2026-05-13
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DRAM现货价格(美金)
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行业数据
2026-05-13
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2022-2026年DRAM与NAND资本支出
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行业数据
2026-05-13
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图3、2025Q4/2026Q1NAND和DRAM合约价预测(202602预测)
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行业数据
2026-05-11
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图11、AI驱动下的全球DRAM需求测算
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2026-05-11
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2025-2026年全球NAND与DRAM产能情况
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行业数据
2026-05-09
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2016-2026E全球DRAM/NANDFlash存储市场规模及预测(亿美元)
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市场规模
2026-05-09
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2016年2月-2026年1月DRAM合约价格同比增速vs海力士NTMP/B
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行业数据
2026-05-06
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2024年Q3-2025年Q4全球DRAM厂商竞争格局(统计包含HBM)
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竞争格局
2026-05-06
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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2026-07-30
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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TrendForce 预估,受 AI 平台积极搭载新世代 HBM 产品推动,2025 年 HBM 需求位元将有逾80%落在 HBM3e 世代产品上,其中 12hi 的占比将超过一半,成为明年下半年 AI 主要竞争厂商争相竞争的主流产品,其次则是 8hi。因此,即便出现供过于求情况,推测最有可能发生在 HBM2e 和 HBM3 等旧世代产品上,至于对各 DRAM 供应商的影响程度,将取决于各家的产品组合。预估 2025 年 HBM 将贡献 10%的 DRAM 总位元产出,较 2024 年增长一倍。由于 HBM 平均单价高,估计对 DRAM 产业总产值的贡献度将突破 30%。
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