Lu IC localization / DRAM ... I have three years of good

The U.S.-China trade war officially launched a tariff list. Among technological products, the United States strongly blocks China’s demand for self-sufficiency in the year 2025. It is generally believed that it will make it more difficult to develop DRAM in mainland China. The DRAM industry is still at least oligopoly for at least the next three years. The situation brought positive benefits to the memory groups such as Taiwan Plant South Asia Branch, Winbond, Powerchip, Chuangchuang, and Jinghao Branch.

However, mainland China has already launched anti-monopoly investigations against Samsung, SK hynix, and Micron's three major DRAMs, hoping to break the three companies’ continued price hike and control of supply, and suppress the development of the semiconductor industry in mainland China. Forcing the three major companies to step back, moderately slowing gains, and even lowering prices slightly, is an important indicator that may lead to the DRAM price reversal in the near future and deserves close attention.

However, from the development of the US-China trade war, the current situation is still positive for the DRAM industry.

Samsung Semiconductor, the global memory leader, pointed out in its second quarter outlook that the memory business is expected to maintain its strong performance in the second quarter. However, NAND quotes will be weak this quarter, but server and mobile DRAM demand will continue to increase. , And mainstream high-capacity DRAM orders will also go higher.

Micron and Samsung also hold the same view, and believe that the benefit of memory in the six major areas of enterprise-level online trading, self-driving, cloud big data, Netcom, mobile devices, and the Internet of Things is strong, but the increase in supply is limited. This year's memory market conditions remain. Will be healthy and stable, where DRAM prices can be held steady until 2020.

Looking back at NAND Flash, due to the major manufacturers advancing to 3D NAND Flash and improving yields, the price decline has deepened this quarter. However, with the major mobile phone brand factories entering the stocking season in the next quarter, the industry expects prices to stop falling, and even rise slightly. .

Taiwan’s memory factories include South Asia Branch, Winbond, Wanghong, and Powerchip, etc. This year’s shareholder meeting will also be happy to see this year’s performance. Nanyake believes that the current development of DRAM in the mainland has not seen clear results, and there is no market interference in the short term. This year's DRAM industry will continue to grow steadily.