DRAM up non-stop | 5% increase in the next quarter

Short-term DRAM supply shortage in short supply, the global leader in DRAM manufacturing South Korea's Samsung Semiconductor Informors, plans to raise DRAM prices in the first quarter of next year, or 3 to 5%, of which mobile DRAM rose significantly, which also shows that Samsung is using abstinence Continued increase in production, are still reluctant to give up continue to boost DRAM profitability, boosting profitability of the Group, will help get rid of the market for the recent worries that Samsung may expand, disrupt the DRAM industry order.

DRAM makers in Taiwan also stressed that at present, major manufacturers, including Samsung, Micron and SK Hynix, still upgrade the process as the main direction to increase DRAM output. It is expected that even if Samsung upgrades some of its production lines, the increased output of DRAM will not be able To meet the market demand, it is expected next year, DRAM supply shortage, the industry will be quite healthy year.

Samsung and SK Hynix currently dominate more than 75% of the DRAM market in the world, so the development strategy of the two plants has also become the focus of the recent market adjustment agencies believe that Samsung in the multi-season high profits, the hands of cash, may adjust Part of the production line, increase production DRAM.

According to Samsung still notice that the first quarter of next year will still increase the DRAM contract price, although the increase compared with the quarter convergence, rose about 3 to 5%, but it is also very clear to reflect the fact that Samsung is still a small increase in production, Samsung does not want to break the existing DRAM supply and demand imbalance, so that prices out of order.

Industry analysts analyzed that although China is trying its utmost to develop its memory, the three major manufacturers, including Samsung, SK Hynix and Micron, are fully curbing congestion. Micron has even used survey units such as the US, China Taiwan and Taiwan to conduct investigations to prevent trade secrets and silicon wisdom Financial theft, has reached the scare effect, the Chinese mainland is difficult in the short-term DRAM difficult to sudden map, the three major manufacturers can not afford to waste martial arts at this time, sacrifice DRAM profit, reduce the future In the future of the 3D NAND flash memory Fierce fighting.

Memory distributors stressed that Samsung plans to raise the DRAM contract price next year, will record the history of the longest gains or the largest increase in the record, mainly due to the application is quite strong, especially the data center on the server demand growth is quite large, Memory DRAM production capacity, Samsung and therefore in the season to adjust the action DRAM offer 10 to 15%, while the Apple iPhone X pre-order better than the period, coupled with the mainland China brand mobile phone factory also made sea, and then smart cars, AI (artificial intelligence), the demand for high-frequency computing DRAM demand continues to increase, let DRAM become the most popular semiconductor components, is expected to be out of stock next year or difficult.

The DRAM market is still showing a slight tight supply and demand at this stage, including Samsung, Micron, SK Hynix, and South Asia, Winbond and other industries are benefiting.However, research institutions set the state Technology warning, came Samsung to consider expanding DRAM production capacity, which may change the current tight supply situation.

As DRAM factory capacity expansion in the past two years the limited range, coupled with the process of conversion process is difficult, DRAM supply growth rate significantly slower than in previous years.