According to IC Insights estimates, fourth quarter DRAM sales will come to 21.1 billion US dollars, representing a 65% increase over the same period last year, and is the best ever recorded.
For the full year, the DRAM market is forecast to grow 74%, a 61% increase from the 1993- 2017 average and the strongest growth momentum since 78% growth in 1994.
There are many factors that have led to the bump in memory this year. These include deliberately restraining expansion efforts by major memory factories in recent years and data centers in the meantime, and the demand for high-performance memory for mobile and gaming devices has risen sharply, causing the market to fall short of demand. Soared.
However, there are plenty of banquets in the world. Historical experience shows that after the substantial expansion of the memory industry, prices have started to lose support as production capacity increases. In the near future, the memory industry may go downhill and not rule out a substantial pullback.
IC Insights pointed out that from Samsung, SK hynix capital spending plan in the second half shows that next year, DRAM will determine the new capacity will be opened, under the circumstances, another major memory factory Micron is unlikely to have no corresponding action.