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立讯精密：存储价格上涨对公司实际影响相对有限

就“存储价格持续上涨，对于公司影响程度如何?”的问题，立讯精密近日在业绩说明会上表示，整体影响与公司此前一季度判断一致，未发生根本性变化。公司认为行业头部客户更注重存量与增量用户的稳定发展，策略上以稳量为主，而非单纯提价。此外，公司业务更多聚焦高端市场，因此存储价格上涨对公司的实

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三重逻辑叠加共振，存储芯片迎超级周期

一场由AI驱动的存储超级周期正在全球范围内加速演进。海外市场率先作出反应。近一年来，存储巨头闪迪股价涨幅超28倍，西部数据股价上涨超9倍，美股存储板块成为本轮AI硬件行情中最亮眼的赛道之一。这一热度迅速传导至A股，近一年来，存储板块个股股价不断攀升，2026年4月，佰维存储、江波

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中金公司：继续看好光通信、芯片定制服务、存储、晶圆代工等核心投资方向

36氪获悉，中金公司研报称，第八代自研AI芯片TPU 8t及TPU 8i于Google Cloud Next 2026大会正式发布。这是自TPU诞生以来，Google首度将训练和推理芯片进行分开设计，且在集群组网端引入了更新的配置方案。中金公司认为，精益化分工的AI硬件基础设施有

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长鑫存储、长江存储现“先款排产”

从产业链获悉，自去年四季度起，长鑫存储与长江存储已出现“抢货”现象，目前仍在持续。具体来看，下游客户需先向渠道商打款，资金到账后由渠道商排队进入排产体系，待有货后再通知提货。产业链人士表示，上述变化与本轮存储芯片价格上行节奏基本同步。（界面）

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武汉长江存储一季度收入已超200亿元，正进行“史诗级扩产”

从产业链人士获悉，因为庞大存储订单芯片涌入，武汉长江存储正以最快速度扩展产能。“长江存储在今年一季度收入已超过200亿元，同比去年翻倍增长，其NAND（闪存）芯片产量已超过全球市场的10%份额，逼近全球第三”，一名存储芯片产业链核心人士说，“后面的利润会更爆炸”。上述人士补充，为

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机构：受存储价格大幅上涨冲击低端市场影响，2025年下半年ODM/IDH智能手机出货量同比下滑10%

36氪获悉，据Counterpoint咨询，2025年下半年存储价格大幅上涨，给全球智能手机行业带来了显著的成本压力，尤其冲击了低端市场。2025年下半年售价150美元以下的智能手机销量同比下滑11%。由于OEM的中低端机型出货量高度依赖ODM/IDH，这场由成本上涨驱动的市场下

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中信证券：坚定看好存储产业趋势 推荐存储原厂及贴近原厂的设计公司

36氪获悉，中信证券研报指出，3月以来，DRAM现货价格存在小幅回调，然主流DRAM颗粒现货相较合约溢价率仍较高，合约价延续涨势；NAND 3月合约价上涨保持强劲，涨幅超现货。TrendForce预计Q2 DRAM/NAND Flash合约价涨幅达58%~63%/70%~75%，

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中信证券：坚定看好存储产业趋势，核心推荐存储原厂及贴近原厂的设计公司

36氪获悉，中信证券研报表示，3月以来，DRAM现货价格存在小幅回调，然主流DRAM颗粒现货相较合约溢价率仍较高，合约价延续涨势；NAND3月合约价上涨保持强劲，涨幅超现货。TrendForce预计第二季度DRAM/NAND Flash合约价涨幅达58%—63%/70%—75%，

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佰维存储：股东孙静等拟合计减持不超2.00%股份

36氪获悉，佰维存储公告，股东孙静、深圳佰盛、深圳佰泰、深圳泰德盛、深圳方泰来计划减持公司股份。其中，孙静拟减持不超过470.84万股（占总股本1.00%）；深圳佰盛拟减持不超过52.32万股（0.11%）；深圳佰泰拟减持不超过209.26万股（0.44%）；深圳泰德盛拟减持不超

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最前线 | 远见智存发布HBM3/3e高带宽存储芯片，带宽迈入800GB/s级别

作者 | 乔钰杰 编辑 | 袁斯来 近期，深圳远见智存科技有限公司发布其HBM3/3e高带宽存储芯片产品，提供12GB与24GB两种容量规格，带宽达819GB/s，对标JEDEC国际标准体系。 远见智存HBM3/3e产品规格（图源/企业） HBM（High Bandwidth M

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