New application of blessing, DRAM will continue to grow steadily in the next decade

On the 21st, US memory maker Micron announced better than expected earnings and outlook for the previous quarter, and optimistic about the stable supply and demand conditions of the industry, reflecting the healthy development of the DRAM market this year. The industry is optimistic, as the market conditions are good, South Asia Branch, Winbond, A-DATA, Apacer, Shiyan and other DRAM groups will also pay brilliant results.

Four DRAM-related companies in Taiwan are also optimistic about this year's operations. Nan Pei, general manager of Li Peixi pointed out that the server application needs good prospects, PC and notebook applications steady; low-power mobile memory seasonal changes have changed, but the total Stable, there is still some room for growth in the second quarter. In the second half of the year, it is expected to enter the industry season. As a whole, it is still positive. The only thing to observe is that major manufacturers include Samsung and SK Hynix.

Fu Youyi, 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. There is an increase in new applications. The next ten years will continue to grow steadily.

Alibaba chairman Chen Libai also believes that the data center's memory demand is strong, the e-sports market demand continues to grow, PCs are stable, vehicle and AI development will push up demand, and it is estimated that by 2020, DRAM market conditions will be positively optimistic.

Apacer’s General Manager Zhang Jiaxuan believes that DRAM won’t see dark clouds in the third quarter this year, and the biggest growth momentum will come from the server.

Micron announced the third fiscal quarter (as of May 31st) fiscal year, with revenue of $7.08 billion, an increase of 40% year-on-year, and an increase of 6.1% quarter-on-quarter, better than the median post-revision range of 77.5 released on May 21st. Billion U.S. dollars; non-GAAP earnings per share was US$3.15, an increase of 94.4% year-on-year, not only higher than the median value of the company’s previous revised estimate range of US$3.14, but also better than analysts’ expectations.

Micron estimates revenue for the quarter to be between US$8.0 billion and US$8.4 billion, with a median value of US$8.2 billion; Non-GAAP PEF range is between US$3.23 and US$3.37, with a median value of US$3.3. Revenue and acquisition Lee continues to grow.