以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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NAND market
7 atoms · 跨 5 天 · 首见 2026-05-31 · 最近 2026-07-02
三色: 🟦 fact 3 · 🟥 take 4 · stance ▲5/▼0/◆0
来源: X 7
时态: fresh:5 · expired:2
标签: 好数字:3 · 好思考:2 · 好观点:2 · 好信源:1
叙事 (narrative) (1)
- 2026-06-18 · number of players affects market dynamics
Three players vs five makes a lot of difference in DRAM and NAND markets
tags: 好观点 · → daily
value: qty=three vs five
预测 (forecast) (6)
- 2026-05-31 · Goldman Sachs 预期供需更紧
Goldman now expects DRAM, NAND and HBM supply/demand to be even tighter in 2027 than 2026
tags: 好思考 · → daily
value: date=2027
- 2026-05-31 · Goldman Sachs 预期供应不足持续至 2028
Undersupply conditions now expected to persist into 2028 across all three memory markets
tags: 好思考 · → daily
value: date=2028
- 2026-07-02 · 9% supply deficit projected
expected to trigger a 9% supply deficit in the worldwide market
tags: 好数字 · → daily
value: qty=9% · date=2027
- 2026-06-17 · supply shortage duration forecast
NAND 시장 역시 클라우드 서비스 기업(CSP)들이 재고 확보를 위해 대량 주문에 나서면서 2027년까지 공급 부족 현상이 이어질 것으로 보입니다.
tags: 好观点 · → daily
value: date=2027
展开 2 条老旧 / 已过期
- 2026-07-02
[已过期] · shifting from 2% surplus (2025) to -15% deficit (2026) to -9% deficit (2027)
the market will shift from a 2% surplus in 2025 to severe deficits of -15% in 2026 and -9% in 2027
tags: 好数字 · → daily
value: qty=2% to -15% to -9% · date=2025-2027
- 2026-06-03
[已过期] · volume CAGR forecast 2025-2028
NAND market expected to grow at a ~22% volume CAGR from 2025-2028.
tags: 好数字·好信源 · → daily
value: qty=~22% · date=2025-2028
时间轴 (近 20)
- 2026-07-02 ·
forecast · 9% supply deficit projected · → daily
- 2026-07-02 ·
forecast · shifting from 2% surplus (2025) to -15% deficit (2026) to -9 · → daily
- 2026-06-18 ·
narrative · number of players affects market dynamics · → daily
- 2026-06-17 ·
forecast · supply shortage duration forecast · → daily
- 2026-06-03 ·
forecast · volume CAGR forecast 2025-2028 · → daily
- 2026-05-31 ·
forecast · Goldman Sachs 预期供需更紧 · → daily
- 2026-05-31 ·
forecast · Goldman Sachs 预期供应不足持续至 2028 · → daily
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