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20260302-瑞银-南亚科技(2408.TW)DRAM 价格有进一步上涨空间

3/2/2026, 12:00:00 AM

摘要

=== Page 1 === ab Nanya Technology Further upside to DRAM pricing We raise our 1Q26 and beyond DRAM ASP estimates We now forecast DDR contract pricing to increase 72% QoQ in 1Q26 (was +62%), and anoth

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