- TrendForce报告称，DRAM交货周期缩短一周至19周，但市场仍处于Very Tight状态，且按产能划分的分化正在扩大。
- TrendForce报告称，GPU交货周期为30–45周，上限周环比增加5周；MLCC交货周期延长至38周，增加3周。
- 铠侠股价下跌15.78%至¥11,345，为5月以来最低，此前其指引下一季度NAND价格基本持平。
- SK海力士在首尔上涨约4%，三星上涨1.78%。市场认为海力士的HBM和DRAM业务敞口是其与NAND走势分化的原因。
- 美光周五下跌5.3%至884.74美元，接下来被引用的证据是其合约定价披露。
引述
“DRAM交货周期缩短一周至19周，但市场仍然非常紧张（Very Tight）”
“市场开始将这些业务区分开来，不再把所有存储器都视为同一类交易。”
来源
- DRAM lead times eased by a week to 19 weeks, but the market remains Very Tight, with a widening split by capacity. (1/2)@trendforce
- TrendForce: GPU lead times are 30–45 weeks, with the upper end of the range up 5 weeks from the previous week. DRAM lead@jukan05
- Two memory stocks heard the same news overnight. One fell hard. The others rose. That difference matters for $MU . Kioxi@JungleReportFi