References
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- 3钜亨网：鸿腾科技日——卢松青指最大瓶颈是材料供给（2026-09-16）
m.cnyes.com
- 4
- 5TrendForce：SLC NAND 2H26 合约价预计上涨 120–170%
eetasia.com
- 6TrendForce：DDR2 合约价 3Q26 再涨 35–40%
techpowerup.com
- 7台北时报：力积电 7 月上调 DRAM 晶圆价格 45%
taipeitimes.com
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SLC NAND 要涨一倍多，谁在收这笔钱
9 月 17 日 2 条主帖：内存涨幅开始分层，高容量 NOR 有 90–110%，低容量只剩一两成；鸿腾董事长说光通讯产能够了，缺的是上游材料。1234567
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