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"description": "研调机构 TrendForce 今 (16) 日公布最新研究,由于记忆体大厂的产能规划持续倾向 HBM、高层数 3D NAND 等高附加价值产品,排挤 NOR Flash、SLC NAND 依赖的成熟制程产能,带动 2026 上半年 NOR F",
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"content": "<p>研调机构 TrendForce 今 (16) 日公布最新研究,由于记忆体大厂的产能规划持续倾向 HBM、高层数 3D NAND 等高附加价值产品,排挤 NOR Flash、SLC NAND 依赖的成熟制程产能,带动 2026 上半年 NOR Flash、SLC NAND 累积合约价涨幅皆突破 100%,且由于供应商未有大规模扩产计划,预估下半年两项产品的价格将续涨。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6501097/l/ca04d7e82742978822f96a4734453bad.jpg\" alt=\"TrendForce:NOR Flash、SLC NAND上半年价格倍增 下半年还会涨\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>TrendForce 说明,NOR Flash 的核心价值为即时执行 (XIP) 能力与高稳定性。在汽车电子领域,随着自动驾驶辅助系统、智慧座舱等功能升级,车载韧体容量快速膨胀,高密度 NOR Flash 已成关键元件。</p>\n\n<p>边缘 AI 装置部分,过去容量仅需数十 MB 的系统程式,因 AI 模型本地化运算需求增加,需求往往倍数成长,带动 256Mb 以上高容量 NOR Flash 需求快速提升。此外,在工控、卫星通讯及航太设备等领域,NOR Flash 的高可靠特性难以由其他技术取代,形成稳定且高毛利的需求基础。</p>\n\n<p>SLC NAND 则因高 P/E 寿命、极低错误率、长期资料保存能力、宽温运作特性,成为许多高可靠度系统的唯一选择。近年智慧工厂、机器人、自主移动设备以及高阶网通交换器等产品大量导入即时推论 (Inference AI) 功能,推升对高可靠度储存系统需求。</p>\n\n<p>企业级伺服器与资料中心则持续使用 SLC NAND 作为作业系统开机碟 (Boot Drive) 及高频写入缓冲区 (Write-intensive Buffer)。在医疗影像设备、军工电子、航太系统等对资料错误几乎零容忍的环境,SLC NAND 更有不可替代的市场地位。</p>\n\n<p>TrendForce 表示,2026 上半年终端对记忆体产品需求逐步恢复,加上 AI 相关应用快速成长,大幅消耗市场有限的供给,NOR Flash 率先出现交期延长与配货 (Allocation) 现象,合约价平均累积涨幅将达 100-120%,高容量产品涨势更显著。</p>\n\n<p>SLC NAND 则因部分国际大厂陆续退出小容量及成熟制程产品,供给明显萎缩,而工控、车用及网通客户又开始建立长期安全库存,导致第二季出现明显的恐慌性备货潮,上半年价格平均累积涨幅将达 130-150%。</p>\n\n<p>分析 2026 下半年价格走势,由于全球主要供应商目前皆以制程微缩、提高良率及优化单位晶圆产出为主,无新增产能计划,预期下半年开始,高度依赖长生命周期产品的车用与工控市场将形成长期缺货风险。其中,高容量 NOR Flash 有车用电子与边缘 AI 需求支撑,预计下半年价格仍有 60-65% 以上的调涨空间。而中低容量 NOR Flash 则可能受中国供应商产能逐步释放影响,价格涨势趋缓,部分产品甚至进入高档盘整阶段。</p>\n\n<p>SLC NAND 虽然多数产品需求未明显增加,供应来源却持续减少,预估 2026 下半年价格涨势虽将收敛,但仍有 70-75% 的上涨空间,工业、车规级产品涨势可能更强。</p>\n\n<p>TrendForce 指出,为避免价格失控冲击合作关系或促使客户寻求替代技术,主要供应商未来更可能透过长期供货合约 (LTA) 与选择性接单策略管理供需,意味未来市场竞争的核心将不再只是价格,而是供货稳定性与客户关系管理能力。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-5617.html\" title=\"需求真的强 百容第二季营收创同期新高半导体应用占比达50.4%\">需求真的强 百容第二季营收创同期新高半导体应用占比达50.4%</a></li>\n <li><a href=\"/new/tw/article-7472.html\" title=\"外资卖超缩至60亿元 出脱晶圆代工股 期指空单大减7852口跌破8万口\">外资卖超缩至60亿元 出脱晶圆代工股 期指空单大减7852口跌破8万口</a></li>\n <li><a href=\"/new/tw/article-17257.html\" title=\"抢卡位亚洲AI算力商机!野村亚洲伞型ETF 00420A 009833获准募集 台日韩携手捧AI金饭碗\">抢卡位亚洲AI算力商机!野村亚洲伞型ETF 00420A 009833获准募集 台日韩携手捧AI金饭碗</a></li>\n <li><a href=\"/new/tw/article-10741.html\" title=\"营收速报 - 罗升(8374)7月营收5.17亿元年增率高达39.77%\">营收速报 - 罗升(8374)7月营收5.17亿元年增率高达39.77%</a></li>\n <li><a href=\"/new/tw/article-8195.html\" title=\"完整奖号一次看!5、6月统一发票开奖千万特别奖「38548029」\">完整奖号一次看!5、6月统一发票开奖千万特别奖「38548029」</a></li>\n <li><a href=\"/new/tw/article-802.html\" title=\"卜蜂由郑武樾续任董事长 续投资肉品分切及深加工抢市\">卜蜂由郑武樾续任董事长 续投资肉品分切及深加工抢市</a></li>\n </ul>\n</div>",
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