Recently, the South Korean government came along with Samsung Electronics, may sign a memorandum with China, the content will cover the relevant cooperation in the field of semiconductors.
DRAMeXchange Research Associate Wu Ya-Ting pointed out that this may have two kinds of memory industry impact.First of all, DRAM supply is still tight, but the increase will be suppressed.Now suppliers in the production of mobile memory profit is much lower than other products, Affected by the sluggish demand for smart machines in the first quarter and the action of China, future price increases are expected to be more dampened.
Second, suppliers are likely to increase their production capacity in order to avoid excessive price increases. Looking at the supply of DRAM, 2018 is still in short supply due to the fact that there is currently no additional production capacity contributing to the bit output.