DRAM Demand Returns; Q3 Global Sales Up 4%

Demand-side inventory for DRAM in 2H19 has returned to relatively healthy levels, according to the DRAMeXchange research division of TrendForce. Furthermore, some vendors pulled their quarterly product shipment forward to avoid potential negative impacts from Trump’s impending tariffs; this shift skyrocketed DRAM suppliers’ sales bits in 3Q19, driving total DRAM revenue up by 4 percent…

DRAM, prices, DRAMeXchange

DRAM Contract Prices Remain Under Pressure; NAND Poised for Rebound

DRAMeXchange, a division of TrendForce, reports that following the Toshiba outage in mid-June, the Japanese government announced that it will be controlling South Korea-bound exports of three key materials used in the manufacturing of semiconductors, smartphones and panels, causing module manufacturers in the memory industry downstream to give higher quotes. However, since DRAM and NAND Flash…