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Omdia 预测：全球半导体收入 2026 年增长 62.7%，NAND 领域可能达去年 4 倍_蜘蛛资讯网

王嘉尔：已经准备好演戏

元，整体同比增幅达到 62.7%。存储器仍将是 2026 年最为火热的市场，机构认为当前的供应瓶颈要到 2027 年中后期才会出现实质性的缓解。该机构认为今年 DRAM 内存市场规模将接近翻倍，而 NAND 闪存领域更是有可能达到 2025 年的 4 倍。此外，计算与数据存储细分领域也将实现 90% 的同比增长，总规模突破 7000 亿美元。与此同时，尽管智能手机出货量会下降，但由于单价的大幅攀升

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