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 a major memory headache this year. These include deliberately restraining expansion of major memory factories in recent years and data centers in the meantime, and the demand for high-performance memory by mobile devices and gaming devices has risen sharply, resulting in the market in short supply. Soared.
However, there are plenty of banquets in the world. Historical experience shows that with the significant expansion of memory industry, prices have begun to lose support as production capacity increases. In the near future, the memory industry may go downhill and do not rule out drastic 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, the other memory plant, Micron is unlikely to have no corresponding action.