金色财经
金色财经|Aug 27, 2026 10:53
[UBS Securities: NAND Prices Expected to Rise Over 30% Next Year] According to a report by Jinse Finance on August 27, Yu Jia, Head of China Technology Industry Research at UBS Securities, stated during the "UBS Securities A-Share Seminar" online media session focused on China's semiconductor industry that the tight supply of DRAM is expected to persist at least until the second quarter of 2028. The NAND market is likely to remain relatively constrained at least until the fourth quarter of next year. DRAM prices are projected to increase by 40% or more year-on-year next year, while NAND prices are expected to rise over 30%. (Securities Times)
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