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存储芯片板块跟踪报告(八):海内外厂商业绩持续修复,关注利基产品价格上涨-开源证券

 本周复盘:价格指数继续下探,静待 Q3 需求回暖 指数方面:据闪存市场,2024年第 27周 DRAM指数跌势放缓,NAND指数则继续下探,单周分别-0.17%/-0.82%。价格方面:Flash wafer 价格持平不变,DDR 价格小幅下跌(环比-0.1%);渠道市场方面,整体需求承压且抢单情况激烈,渠道 SSD 和内存价格均小幅下跌;行业市场方面,存储行业 SSD 和内存条价格持平,上游

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