DigiTimes· DIGITIMES·· 5 小时前
ESMT 预计 2026 年第四季度 DDR2、DDR3 供应趋紧将推高 ASP
ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
事实摘要
内存 IC 设计公司 ESMT 预计 2026 年第四季度出货量与毛利率保持稳定，尽管存储晶圆采购成本上升，其 ASP 仍将上行。DDR2 与 DDR3 供应趋紧是此次价格上行的背景。
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正文 · 原文摘要
Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer procurement costs, while its average selling price (ASP) will rise from the third quarter of 2026. The company also expects tight DDR2 and DDR3 supply-demand conditions to keep prices stable in 2027 as it continues securing foundry and OSAT capacity to meet customer demand.
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来源：DigiTimes · digitimes.com