From the end of last year to the beginning of this year, memory, SSD, processor, and graphics cards are all at a high level, so that DIY enthusiasts can't help but feel cold. Half a year later, although the situation has improved, the memory market is still not optimistic.
According to the previous observations of Jibang Technology, the memory will be in the seller's market before the end of the year, so next year?
According to Digitimes, industry insiders pointed out that with the expansion of Micron and Fujian Jinhua, Hefei Ruili (Innotron) entered the DRAM chip market. In 2019, memory will face an oversupply situation.
Of course, the price changes caused by supply and demand are not necessarily transmitted to the PC field in the first time. In these years, the largest consumer of the DRAM market is a smartphone, which will be transformed into a car in the future.
The data shows that the DRAM market will reach a peak of US$104 billion this year, and will shrink by 1.8% and 2.6% respectively in the next two years.
In addition, Samsung and SK Hynix have seen actions from Micron and Chinese rivals in DRAM production increase, and are rethinking their capital expenditures, which may be tightened to avoid market volatility.