节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
今年2月，DRAM与NAND存储芯片价格同步上行。DRAM均价首次突破13美元关口，创历史新高；NAND价格单月涨幅超33%，后续增长预期明确。受益人工智能应用热潮，全球主流芯片厂商产能向高价值产品倾斜，通用存储产品供应持续偏紧，但两类芯片价格前景呈现分化。
DRAM现货价格或进入企稳阶段。市场研究机构DRAMeXchange数据显示，2月通用PC DRAM（DDR4 8Gb 1Gx8）平均固定交易价达13美元，较上月上涨13.04%；该产品价格已连续11个月上行，创2016年6月以来新高。TrendForce指出，2024年第一季度PC DRAM价格环比涨幅达110%-115%，远超去年第四季度38%-43%的涨幅记录。
TrendForce分析认为，经过多ŭ..
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