DRAMeXchange pointed out that since most of the current standard-type memories are negotiated on a quarterly deal basis, the vast majority of price increases in each quarter are concentrated in the first month. In January of this year, DRAM prices have roughly reflected the first. Quarterly increase, the current observation of the contract price in March did not see significant changes, about the same as last month.
In addition, on March 20th this year, Taiwan’s Micron Storage reported that the supply of nitrogen was blocked. According to DRAMeXchange analysis, this problem occurred outside Taiwan’s Memco’s memory plant. The main reason was that the equipment failure of nitrogen caused the gas to be unable to transport to Taiwan’s Micron’s memory. The Taiwan shall be returned to the United States for repairs. The machine platform has been repaired and transported back to Taiwan. However, the actual complete restoration of Taiwan's Micron's memory will not be until early April.
Due to the above-mentioned product application of Taiwan's Micron's memory production, it mainly includes standard memory, server memory, mobile memory (LPDDR4) and graphics memory. This nitrogen event will have a certain impact on Taiwan Micron's output in March and early April. The influence of the degree will continue the tight supply situation in the current DRAM market, and it is expected that the standard storage contract price in the second quarter will increase by 3% from the previous quarter. For the drawing memory market, which has already been in short supply, it is affected by The fear will be greater.