Interpretation of the industry, Samsung, Hynix next quarter prices firm attitude, equal to declare to the world, Korean firms decided to maintain the stability of the DRAM price determination to eliminate the outside world that the two Korean companies intend to adjust the sale price, to prevent China DRAM Rumors sprang up from competitors.
Wang Yanhui, secretary-general of China Mobile Alliance, said that some people say that Samsung's crazy expansion of memory is to stifle China's memory industry at a very early stage. Although China's memory industry will start trial production next year, it will have to compete with Samsung and Hynix for at least It will take three to five years for China's memory industry to rise for at least five to ten years, and is still paying tuition fees.
Relevant manufacturers of Taiwan's DRAM revealed that Samsung and SK hynix successively announced that they would step up DRAM prices in the first quarter of next year. As the share of global DRAMs in the two major Korean factories totals nearly 80%, downstream vendors can only accept price increases under oligopoly. , This wave of price increases, but also to establish this wave of DRAM bulls market, so that DRAM becomes the most stable profitability next year electronic components representatives.
Analysis of the industry, resulting in this wave of DRAM in short supply, in addition to demand from artificial intelligence, automotive, cloud server, Internet of things, laptops and mobile devices, demand instant surge, but the major chip makers focus on the development of 3D NAND Flash, Compression DRAM capacity growth, in the "surge in demand, increase in supply is limited", the market supply and demand a serious imbalance.
Due to strong demand, this wave of DRAM prices from the second half of each year since the second quarter hike, plus the next quarter continued price hikes, quotes for seven consecutive seasons, called the longest DRAM bullish market history.
Industry analysis, Samsung and SK Hynix continue to hike prices in the off-season next year, the reaction is not intended to break the current DRAM supply shortage, profitability and stability, but also by the profit of DRAM as the future in the 3D NAND Flash price war launched the main With, and eliminate the expected psychological observation of buying outside the market.