具体到细分领域，2026年第一季PC DRAM价格将季增100%以上，涨幅达历史新高。Server DRAM价格上涨约90%，幅度创历年之最。至于Mobile DRAM市场，第一季LPDDR4X、LPDDR5X合约价皆大幅上调至季增90%左右, 幅度同样是历来最高。在NAND Flash市场部分，2026年第一季Enterprise SSD价格将季增53-58%，创下单季涨幅最高纪录。
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Schaeffler is hoping to use robots in its own factories – for example, to load freshly made parts from conveyor belts into washing machines, prior to packaging them for shipment. "We are already experiencing a labour shortage," says Kehr. I ask whether humans who currently are doing this task will be retrained for other roles in the factory and Kehr says, "Absolutely."
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