Demand exceeds supply:SDRAM tight supply will continue into the second half of the year
- Author:Queena
- Release Date:2017-08-09
According to the survey statistics show that in 2017 only 19.5% of the supply end of the DRAM industry growth, growth is far less than usual at more than twenty-five percent of the year, but still the year on demand to grow by more than 22%, with the demand of severity.
Plus, the N2 in early July Micron's Taiwan chip plant pollution incidents, lead to the factory early July almost impossible to production, by the middle of July to gradually put into production.Half a month of scrap wafer production stagnation and pollution amount up to 50 k, if you can't make up for the vacancy, the DRAM industry shortage situation will gradually emerge in a short time.
From the second half of the price forecast, standard memory prices have risen about 4.6% in July, server memory is also a gain of more than 3%;In the third quarter, and more action type of memory is to flat out, but part of the rise in the fourth quarter of DRAM factory has been building, to change the present action of the memory unit price was lower than the standard phenomenon of memory.DRAMeXchange forecast, due to the growing capacity is limited, the second half of original factory will continue to profit oriented to allocate capacity, price trend will remain in the latter half of the overall pattern of rose slightly.
Plus, the N2 in early July Micron's Taiwan chip plant pollution incidents, lead to the factory early July almost impossible to production, by the middle of July to gradually put into production.Half a month of scrap wafer production stagnation and pollution amount up to 50 k, if you can't make up for the vacancy, the DRAM industry shortage situation will gradually emerge in a short time.
From the second half of the price forecast, standard memory prices have risen about 4.6% in July, server memory is also a gain of more than 3%;In the third quarter, and more action type of memory is to flat out, but part of the rise in the fourth quarter of DRAM factory has been building, to change the present action of the memory unit price was lower than the standard phenomenon of memory.DRAMeXchange forecast, due to the growing capacity is limited, the second half of original factory will continue to profit oriented to allocate capacity, price trend will remain in the latter half of the overall pattern of rose slightly.