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关键数据对比 · 存储价格 刊件 · 对齐后并置, 合并持证

同一轮涨价的不同口径读数 — 对齐后并置, 让 spread 自己说话 · 三证 = 细分指标+口径+期限, 差一证进残料盒 · 每行保身份 (出处/依据/日期/源/信誉) · 截至 2026-07-15, 窗口 2026-06-15 起 · 收料 150 条 (丢弃 392 条超 cap, 如实报告) → 持证上表 44 · 残料 106

DRAM合约价 · 3Q26 · QoQ

出处读数依据日期源信誉
未署名30–40%研究机构口径06-15X◆◆◆◆◆
原句
2026년 3분기(C3Q26) 메모리 가격은 전 분기 대비 30~40% 상승
未署名32%研究机构口径07-03X◆◆◆◆◆
原句
DRAM prices are now expected to rise 32% QoQ in Q3
未署名32%研究机构口径07-03X◆◆◆◆◆
原句
2026년 3분기 기본(base-line) DDR 계약 가격 예상치를 전분기 대비 +32%(기존 +17%)로
未署名0–20%媒体转述07-03X◆◆◆◆◆
原句
삼성전자, 3분기 D램 가격 최대 20% 인상
未署名13–18%研究机构口径07-03X◆◆◆◆◆
原句
DRAM contract prices projected to rise +13 to 18% QoQ
分歧: unknown 30–40% vs unknown 13–18% — spread 即判断原料, 不合并

LPDDR5X 12GB · 2026 Q2 · QoQ

出处读数依据日期源信誉
未署名89%博主推断06-22X◆◆◆◆◆
原句
$MU 2026 Q2 LPDDR5X 12GB 价格预测 89% 上涨
SK hynix89%厂商指引06-22X◆◆◆◆◆
原句
SK hynix 2026 Q2 LPDDR5X 12GB 价格预测 89% 上涨
Samsung89%厂商指引06-22X◆◆◆◆◆
原句
Samsung 2026 Q2 LPDDR5X 12GB 价格预测 89% 上涨
分歧: unknown 89% vs Samsung 89% — spread 即判断原料, 不合并

DRAM合约价 · 4Q26 · QoQ

出处读数依据日期源信誉
未署名18%研究机构口径07-03X◆◆◆◆◆
原句
DRAM prices are now expected to rise 18% QoQ in Q4
未署名18%研究机构口径07-03X◆◆◆◆◆
原句
4분기는 전분기 대비 +18%(기존 +12%)로 상향
分歧: unknown 18% vs unknown 18% — spread 即判断原料, 不合并

NAND合约价 · 3Q26 · QoQ

出处读数依据日期源信誉
未署名30%研究机构口径07-03X◆◆◆◆◆
原句
NAND prices are expected to rise 30% QoQ in Q3
未署名30%未知07-03X◆◆◆◆◆
原句
2026년 3분기에는 전분기 대비 +30%(기존 +17%)
分歧: unknown 30% vs unknown 30% — spread 即判断原料, 不合并

NAND合约价 · 4Q26 · QoQ

出处读数依据日期源信誉
未署名12%研究机构口径07-03X◆◆◆◆◆
原句
NAND prices are expected to rise 12% QoQ in Q4
未署名12%unknown07-03X◆◆◆◆◆
原句
4분기에는 +12%(기존 유지)
分歧: unknown 12% vs unknown 12% — spread 即判断原料, 不合并

HBM定价 · 2027 · YoY

出处读数依据日期源信誉
김동원, 이창민, 강다현 연구원100%研究机构口径06-23X◆◆◆◆◆
原句
2027년 HBM 가격에 대해 ... 전년 대비 100% 이상 상승할 것으로 예상했다.
未署名2x研究机构口径06-15X◆◆◆◆◆
原句
HBM 평균 판매 가격(ASP)은 2027년(CY2027)에 전년 대비 2배 이상 상승할 것으로 예상합니다.
分歧: 김동원, 이창민, 강다현 연구원 100% vs unknown 2x — spread 即判断原料, 不合并

DRAM ASP · 2026 · YoY

出处读数依据日期源信誉
未署名62%媒体转述06-22X◆◆◆◆◆
原句
DRAM average selling prices will rise 62 percent in 2026
未署名4.5xunknown06-15X◆◆◆◆◆
原句
연간 기준으로 2026년 ASP는 전년 대비 4.5배 상승한 20~21달러
分歧: unknown 62% vs unknown 4.5x — spread 即判断原料, 不合并

HBM合约价 · 2026 · YoY

出处读数依据日期源信誉
Samsung and SK Hynix20%厂商指引06-15X◆◆◆◆◆
原句
Samsung and SK Hynix raised 2026 contract prices ~20%
Samsung and SK Hynix20%厂商指引06-15X◆◆◆◆◆
原句
Samsung and SK Hynix raised 2026 contract prices ~20%
分歧: Samsung and SK Hynix 20% vs Samsung and SK Hynix 20% — spread 即判断原料, 不合并

NAND合约价 · 2Q26 · QoQ

出处读数依据日期源信誉
未署名67%unknown07-03X◆◆◆◆◆
原句
2분기의 전분기 대비 +67%

目标价 · 未知 · 绝对价

出处读数依据日期源信誉
BofA2100–2500$机构模型07-01X◆◆◆◆◆
原句
SanDisk $SNDK price target raised to $2,500 from $2,100 at BofA

NAND平均售价 · CQ2’26 · absolute

出处读数依据日期源信誉
未署名0.29$/GB机构模型06-29X◆◆◆◆◆
原句
SNDK의 최저 가격은 당사의 2026년 2분기(CQ2’26) 평균판매단가(ASP) 예상치와 일치하는 GB당 0.29달러 수준입니다

SLC NAND Flash价格预测 · Q3 2026 · QoQ

出处读数依据日期源信誉
未署名60–70%unknown06-29X◆◆◆◆◆
原句
SLC: 성수기 진입과 공급 제약 극심화로 QoQ +60~70%의 폭발적 추가 상승 가능성

DRAM ASP · 2Q26 · QoQ

出处读数依据日期源信誉
未署名46%unknown06-29X◆◆◆◆◆
原句
2026년 2분기 DRAM ASP는 전분기 대비 약 46% 상승할 것으로 예상됩니다.

Memory ETF涨幅 · 2026-04-02至2026-06-26 · 累计

出处读数依据日期源信誉
未署名177%媒体转述06-26X◆◆◆◆◆
原句
the Memory ETF, $DRAM, is up +177% since its inception on April 2nd.

SK Hynix涨幅 · 2026年初至2026-06-26 · YoY

出处读数依据日期源信誉
未署名348%媒体转述06-26X◆◆◆◆◆
原句
SK Hynix … up +348% … over this period.

SK Hynix涨幅 · 2026年6月 · QoQ

出处读数依据日期源信誉
未署名25%媒体转述06-26X◆◆◆◆◆
原句
SK Hynix … up +25% … this month.

DRAM合约价 · next year · 绝对价

出处读数依据日期源信誉
未署名30$/GBunknown06-24X◆◆◆◆◆
原句
Contract prices will at least hit $30/GB next year

累计最低价收入 · remaining agreement term · 累计

出处读数依据日期源信誉
Micron100$厂商指引06-24X◆◆◆◆◆
原句
cumulative revenue at minimum price per our contracts of approximately $100 billion over the remaining agreement term

SCA revenue coverage under minimum price · over the remaining agreement term · absolute价

出处读数依据日期源信誉
未署名100$媒体转述06-24X◆◆◆◆◆
原句
cumulative revenue at minimum price of approximately $100B over the remaining agreement term

DRAM平均售价 · FQ3 2026 · QoQ

出处读数依据日期源信誉
未署名60–64%媒体转述06-24X◆◆◆◆◆
原句
ASPs up low-60s %

NAND平均售价 · FQ3 2026 · QoQ

出处读数依据日期源信誉
未署名80–89%媒体转述06-24X◆◆◆◆◆
原句
ASPs up mid-80s %

LPDDR5X 12GB 平均售价 · 2026 Q2 · absolute price

出处读数依据日期源信誉
未署名145.9$博主推断06-22X◆◆◆◆◆
原句
$MU LPDDR5X 12GB 2026 Q2 平均售价 145.9 美元

SSD 平均售价 · 2026 Q2 · absolute price

出处读数依据日期源信誉
未署名126.3$博主推断06-22X◆◆◆◆◆
原句
$SNDK 2026 Q2 SSD 平均售价 126.3 美元

DRAM(모듈 제외) 수출단가 · 2026-06 · YoY

出处读数依据日期源信誉
未署名82260$/kgunknown06-20X◆◆◆◆◆
原句
DRAM(모듈 제외)수출단가는 $82,260/kg로 전년 대비 +576%

DRAM(모듈 포함) 수출단가 · 2026-06 · YoY

出处读数依据日期源信誉
未署名58740$/kgunknown06-20X◆◆◆◆◆
原句
DRAM(모듈 포함)수출단가는 $58,740/kg로 전년 대비 +491%

플래시메모리 수출단가 · 2026-06 · YoY

出处读数依据日期源信誉
未署名72784$/kgunknown06-20X◆◆◆◆◆
原句
플래시메모리 수출단가는 $72,784/kg로 전년 대비 +546%

MCP(HBM) 수출단가 · 2026-06 · YoY

出处读数依据日期源信誉
未署名95939$/kgunknown06-20X◆◆◆◆◆
原句
MCP(HBM) 수출단가는 $95,939/kg로 전년 대비 +119%

SSD 수출단가 · 2026-06 · YoY

出处读数依据日期源信誉
未署名21296$/kgunknown06-20X◆◆◆◆◆
原句
SSD 수출단가는 $21,296/kg로 전년 대비 +312%

服务器DRAM价 · 3Q26 · QoQ

出处读数依据日期源信誉
未署名30%研究机构口径06-15X◆◆◆◆◆
原句
서버 DRAM ASP: 2026년 3분기에 30% 추가 상승할 것으로 예상

服务器DRAM价 · 4Q26 · QoQ

出处读数依据日期源信誉
未署名10–15%研究机构口径06-15X◆◆◆◆◆
原句
4분기에도 10~15% 상승할 전망입니다.

DRAM绝对价 · 2026年末 · 绝对价

出处读数依据日期源信誉
未署名26–27$/GB研究机构口径06-15X◆◆◆◆◆
原句
2026년 말 가격은 GB당 26~27달러 수준에서 마감될 것으로 보입니다

DRAM绝对价 · 4Q25 · 绝对价

出处读数依据日期源信誉
未署名6–7$/GB研究机构口径06-15X◆◆◆◆◆
原句
2025년 4분기 6~7달러 대비

残料盒 落选有因, 不硬塞

缺证: 口径/期限 · Kioxia +8.7% 키옥시아 ( Kioxia ) +8.7%
缺证: 口径/期限 · Samsung 大幅上涨 HBM4 계약 가격: 대규모 인상 임박
缺证: 口径/期限 · SK hynix 大幅上涨 HBM4 계약 가격: 대규모 인상 임박
缺证: 口径/期限 · Micron 大幅上涨 HBM4 계약 가격: 대규모 인상 임박
缺证: 口径 · DRAM -13.6% 자급률(sufficiency ratio)은 실제로 2026년 예상치인 -8.1%에서 -13.6%로 악화될 것입니다
缺证: 口径 · Micron 9 points their stock went up 9 points today
缺证: 口径 · Micron 9포인트 오늘 그들의 주식이 9포인트 올랐습니다
缺证: 口径 · Micron 9 points President Trump says Micron stock, $MU, went up "9 points" after the company announced a $
缺证: 口径 · KIOXIA -12% KIOXIA SHARES FALL AS MUCH AS 12%
缺证: 口径 · MU -6.7% $MU -6.7%
数字与原文不符 · MU below 20DMA MU below 20DMA, first time since April
缺证: 口径 · SK Hynix -8.2% SK Hynix Shares Fall 8.2% to KRW2,350,000
缺证: 细分指标/口径 · MU $2 trillion (combined with INTC and AMD) The market’s historic rally adds $2 trillion in combined value to Micron, $MU, Intel, $INT
缺证: 细分指标 · Sandisk 858% Sandisk rose 858 percent
缺证: 细分指标 · Micron 304% Micron rose 304 percent
缺证: 期限 · SK Hynix 3-4% Samsung Electronics 和 SK Hynix 今年初将 substrate 出货价平均上调 3-4%
缺证: 细分指标 · Micron 降至1/3 In 2023, our prices came down to 1/3 of what they were in 2022 because customers drove our
缺证: 口径 · HBM 价格上涨 2027년 HBM 가격 인상
缺证: 口径/期限 · 三星 +700% 三星被指协同压缩DDR3、DDR4产能致价格四年涨约700%
缺证: 口径/期限 · SK海力士 +700% SK海力士被指协同压缩DDR3、DDR4产能致价格四年涨约700%
缺证: 口径/期限 · 美光 +700% 美光被指协同压缩DDR3、DDR4产能致价格四年涨约700%
缺证: 细分指标/口径/期限 · 三星 $731M 三星曾于2000年代因价格操纵认罪，合计罚款7.31亿美元
缺证: 细分指标/口径/期限 · SK海力士 $731M SK海力士曾于2000年代因价格操纵认罪，合计罚款7.31亿美元
缺证: 细分指标/口径 · 美光 $731M 美光曾于2000年代因价格操纵认罪，合计罚款7.31亿美元
数字缺失/非数 · SK Hynix 无价格上限 SK Hynix has only a price floor with no price ceiling
数字缺失/非数 · Samsung 17项原告 Samsung, SK Hynix and Micron face a class-action lawsuit over memory chip price-fixing, me
数字缺失/非数 · SK Hynix 17项原告 Samsung, SK Hynix and Micron face a class-action lawsuit over memory chip price-fixing, me
数字缺失/非数 · Micron 17项原告 Samsung, SK Hynix and Micron face a class-action lawsuit over memory chip price-fixing, me
缺证: 口径/期限 · SK hynix 28-31% SLC: 5월 대비 상승폭 오히려 확대, 전 제품 ASP 28~31% 추가 상승 (역대 최대 수준)
缺证: 口径/期限 · SK hynix $2.10→$2.73 1Gb: $2.10 → $2.73 (+29.64%)
缺证: 口径/期限 · SK hynix $15.49→$17.08 32Gb: $15.49 → $17.08 (+10.21%)
缺证: 口径/期限 · Samsung $2.10→$2.73 1Gb: $2.10 → $2.73 (+29.64%)
缺证: 口径/期限 · Samsung $15.49→$17.08 32Gb: $15.49 → $17.08 (+10.21%)
数字缺失/非数 · SK hynix record high SLC/MLC 전체 계약가 사상 최고치 행진 지속
数字缺失/非数 · Samsung record high SLC/MLC 전체 계약가 사상 최고치 행진 지속
缺证: 口径/期限 · Kioxia 12% Shares of Japanese NAND flash maker Kioxia slid 12% on Friday after a report that OpenAI w
缺证: 期限 · SK hynix 每股25.5万韩元（约166美元） ADR 공모가격은 주당 25만5천원(약 166달러)으로 제시됐으며
数字缺失/非数 · MU n/a AI 기반의 수요 증가와 지속적인 공급 부족이 제품 가격과 마진을 뒷받침하고 있습니다.
缺证: 期限 · Micron ~$100B 14 carry minimum-price commitments that collectively represent approximately $100B in cont
缺证: 期限 · MU $2,000 DA Davidson raises its Micron price target to $2,000.
缺证: 期限 · HBM 4x HBM4价格：当期DRAM价格x4
缺证: 期限 · Micron low 60s% ASPs up low 60s% q/q
缺证: 期限 · Micron mid-80s% ASPs up mid-80s% q/q
缺证: 细分指标/口径/期限 · MU 18% $MU - *MICRON SHARES JUMP 18% AT OPEN
缺证: 细分指标/口径/期限 · MU 18% MICRON SHARES JUMP 18% AT OPEN AFTER BLOCKBUSTER FORECAST
缺证: 细分指标/口径/期限 · Micron Technology 18% Shares of Micron Technology surged about 18% at the market open
缺证: 细分指标/口径/期限 · SanDisk +5,000% SanDisk, $SNDK, up +5,000%
缺证: 口径/期限 · MU 2.5X CONSOLE STORAGE, MEMORY PRICES INCREASED BY OVER 2.5X
缺证: 口径/期限 · SNDK 2.5X CONSOLE STORAGE, MEMORY PRICES INCREASED BY OVER 2.5X
缺证: 细分指标 · MU +268% MU 股价年至今上涨 +268%
缺证: 细分指标/期限 · SK Hynix KRW 2,555,000 per common share Reference issue price: KRW 2,555,000 per common share (based on the June 23 closing price)
缺证: 细分指标 · SK Hynix 超过300% SK Hynix shares listed in Seoul climbing more than 300% this year, exceeding $1 trillion i
缺证: 细分指标 · SK Hynix +340% SK Hynix’s shares had rallied more than 340% YTD by late June 2026
缺证: 口径/期限 · MU +8% MICRON SHARES JUMP ABOUT 8% IN AFTER-HOURS TRADING
缺证: 口径/期限 · MU 9.6% $MU up 9.6% after hours
缺证: 口径/期限 · MU +10% Micron stock, $MU, surges over +10% after reporting stronger than expected earnings.
缺证: 口径/期限 · MU 约40% When all planned SCAs are executed, agreements with either fixed prices or price ceilings
缺证: 细分指标/口径/期限 · Micron Technology expected to grow PC and smartphone industry revenue is expected to grow despite unit volume declines, refle
缺证: 细分指标/口径 · Micron current CQ2 market price The largest agreements generally have a ceiling price for existing products at the current
缺证: 口径/期限 · Micron ~40% ...agreements with either fixed prices or price ceilings at or close to current CQ2 market