Trendforce预测2026年下半年SLC NAND价格上涨120-170%；主要受益者为华邦电子、旺宏电子及普冉半导体旗下的SkyHigh Memory。
Trendforce预测2026年下半年SLC NAND价格上涨120-170%；主要受益者为华邦电子、旺宏电子及普冉半导体旗下的SkyHigh Memory。
“Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be: 1. Winbond (2344): ~15% of the SLC NAND market 2. Macronix (2337): ~11% market share 3. SkyHigh Memory via Puya Semi: ~14% market share Given Micron at $1T and others are a bit large relative to SLC NAND TAM. (source: Q1 2026 Winbond presentation/Trendforce).”原帖：X / @aleabitoreddit ↗