Since the third quarter of last year, Server DRAM has tightened overall supply due to the delivery of the North American data center and stockpiles rose more than expected. Looking into the first half of this year, as DRAM manufacturers tend to be conservative in their production capacity plans, Time will be delayed until the second half, resulting in limited supply in the first half, the overall market supply is still tight, is expected at least this year Server DRAM price rise will continue.
Server DRAM from the current offer point of view, in addition to long-term agreement (Long-Term Agreement) the customer has agreed to offer, the DDR4 32GB RDIMM prices have been agreed at 300 US dollars level, the second-tier foundry server will be locked at 310 US dollars mark, Compared to the fourth quarter of last year, the average quarter rose by 3-5%.
Server DRAM process into 1x nano, Samsung significantly ahead of production capacity
Observing the Server DRAM manufacturing process, Samsung's focus this year will speed up the process of improving the 18-nanometer process film, while SK hynix and Micron camp, respectively, will be out in the 18 and 17 nm process, thereby enhancing their high-capacity server The proportion of the module.
From a competitive point of view, Samsung, the leader in manufacturing process, will shift sharply to 18nm in the first quarter of this year. The 18nm process will account for more than half of its production capacity, significantly ahead of other DRAM suppliers. However, SK Hynix and Micron will be able to efficiently allocate capacity as yield improves. It is expected that by the end of this year, 1x nanotechnology will account for 30% of the total capacity of both companies.
In addition, most server manufacturers have been gradually began to verify the sample of the original DRAM advanced process, DRAMeXchange estimates the second quarter into the 17 and 18 nm process will be more than the scale of production, and look forward to the fourth quarter before 17/18 Nano-process product penetration reached nearly four percent level, it is expected that high-capacity modules used in servers such as 32GB DDR4 2666Mhz RDIMM permeability will increase.