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兆易创新：预计DRAM价格下半年延续上涨 SLC NAND Flash的景气周期至少延续2027年全年_我的网站

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A | 兆易创新：预计DRAM价格下半年延续上涨 SLC NAND Flash的景气周期至少延续2027年全年每经AI快讯，8月24日，兆易创新(603986.SH)发布投资者关系活动记录表公告，DRAM产品已历经连续数个季度的价格上涨，截止到今年第二季度末，利基型DRAM的价格仍处于上行的趋势，预计在下半年还会延续上涨的态势，价格会转为温和上行。

People holding signs attend a protest rally in front of the National Diet Building in Tokyo, Japan, July 10, 2026. A large number of Japanese citizens gathered in front of the National Diet Building in Tokyo on Friday evening to protest a series of dangerous policies and bills recently promoted by the government of Prime Minister Sanae Takaichi. Photo: XinhuaRecent moves by those running the Japanese government to clamor for "nuclear option" and seek to violate the three non-nuclear principles only reveal Japanese right-wing forces' inflating political and military ambitions, who are gambling with the future of over 100 million Japanese people, Lin Jian, a spokesperson for Chinese Foreign Ministry, said on Friday.
Lin made the remarks when asked to comment on a recent survey conducted by the Japan Association for Public Opinion Research showing that 76 percent of people in Japan support upholding the country's three non-nuclear principles of not producing, possessing or allowing nuclear weapons on its territory. The survey also found that 77 percent believe Japan should not pursue nuclear sharing, an arrangement under which the US would station nuclear weapons in Japan.
"The fact that nearly 80 percent of people in Japan support upholding the three non-nuclear principles and oppose nuclear sharing speaks to the Japanese public's overwhelming and clear-cut opposition to possessing nuclear weapons. It also reflects how much the Japanese public cherishes peace and prosperity which has not come easy," Lin said.
The will of the people must not be defied, Lin said, adding that the Japanese authorities should listen to the call of the people, fulfill its obligation under international law of not accepting, producing, possessing or proliferating nuclear weapons, stop playing with fire on the issue of nuclear weapons, and not repeat the wrong path of miscalculating historical trend and acting against the people's will for peace.
Global Times
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B | 展望2027年，DRAM行业增量产能释放相对有限，DRAM供应的紧张局面不会明显的缓解，行业景气周期相对较长，产品价格会是高位震荡态势。SLCNANDFlash产品在2026年上半年量价齐升，目前SLCNAND产品供应短缺情况仍没有出现显著缓解。预计SLCNANDFlash的景气周期会比较长，至少会延续2027年全年。目前MCU产品供应相对紧张，需求相对较好，价格在今年上半年为温和上涨，预计供应的相对紧张局面在未来几个季度仍会延续，价格会是持续温和上涨的趋势。每日经济新闻。

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Published on:03:49:05

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