NAND and DRAM face double-digit gains?The semiconductor industry is finally “hot”

On March 12, thanks to the growth in demand, contract prices for NAND flash and DRAM memory are expected to increase by double digits in the second quarter of this year.

Contract prices for memory chips have risen, driven by continued demand, including growth in data centers, enterprise solid-state drives and other applications. At the same time, it will also promote the revenue growth of Samsung, Micron, Hynix and other related manufacturers. Due to the falling price of memory chips, the revenue of related manufacturers has declined significantly in the past year or so.

DRAM prices have been rising since the beginning of this year. Since the power outage at the Samsung factory and the fire at the Toshiba factory in early January, these two companies have stated that they have basically no impact on production, but the global memory chip market still seems to be fighting chicken blood, and the spot prices of memory and SSD hard drives have risen accordingly. Prices rose by as much as 30% in January.

It is said that the reason for the price increase is due to the shutdown of major factories in mainland China and poor shipments, while the inventory of channel dealers has decreased; on the other hand, the epidemic has impacted the global economy, and the memory market has benefited from the epidemic. Business, online games, and e-sports games grew against the trend, and the three major memory demand remained strong in the first quarter. Among them, due to the expansion of server construction in data centers, the demand for DRAM and NAND Flash for servers was even stronger.

According to industry news, the inventory level of the three major DRAM factories including Samsung, SK Hynix and Micron has dropped to four to six weeks. In addition, the number of DRAM bits in new 5G mobile phones has increased significantly. It is estimated that the DRAM market supply will be in short supply in the second half of the year, pushing up the Prices rise; NAND Flash supply will be tighter in the second half of the year.

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