Li Peiyu, general manager of South Asia Branch, pointed out at the shareholders that the demand for server applications this year has good prospects, and PC and notebook/telephone applications are stable; seasonal changes in low-power mobile storage have changed, but the total volume has remained stable, and the second quarter forecast is still slightly In the second half of the year, it will enter the industry's stocking season. Overall, it is still positive. The only thing to observe is that major manufacturers include Samsung and SK Hynix.
Alibaba chairman Chen Libai also believes that the demand for data center memory is strong, the demand for e-sports market continues to grow, the stability of PCs, vehicle and AI development will push up demand, and it is estimated that by 2020, DRAM market conditions will be optimistic.
Zhang Jialu, general manager of the memory module plant Apacer, believes that this year's DRAM won't see dark clouds in the third quarter. The biggest growth momentum will come from the server.
Fu Youyin, chairman of Huabang Electric, pointed out that last year, the memory supply was in short supply, and customers were digesting inventory in the first half of the year. The current situation has greatly improved. The second half of the year is the peak season, and the performance is expected to be better than that of the first half of the year. Memory is increasing with new applications. The next ten years will continue to grow steadily.
Wuhong Qiu, chairman of Wanghong, believes that the current price of SLC NAND Flash is stable and will become one of the major dynamics of Wanghong's operation in the second half of the year. As for NOR Flash, Wanghong will have more quality routes. Business Opportunity; Another main product, ROM, will enter the stocking season in the second half of the year. The operation is expected to be better than the first half of the year.