The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, says TrendForce. The percentage distribution of DRAM supply bits by application currently shows that PC DRAM accounts for 13%, server DRAM 34%, mobile DRAM 40%, graphics DRAM 5%, and consumer DRAM (or specialty…
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…
PC and server DRAM prices have plummeted by nearly 30 percent so far in the first quarter of 2019, according to DRAMeXchange, a division of TrendForce. This is a deeper plunge than the projected drop of 25 percent expected last month and is the sharpest tumble since 2011. At the same time, most contracts have transitioned…
Both DRAM and NAND flash prices are expected to decline in the 10-percent range in the first quarter (Q1) of 2019. DRAMeXchange, a division of TrendForce, forecasts DRAM prices will drop by 10 percent or higher in Q1 while NAND flash prices will fall by nearly 10 percent. This is a steeper slide than last…
Analysts report that DRAM prices have reached an inflection point and will post lower average selling prices (ASPs) in the fourth quarter. Spot prices for DRAMs have fallen since the beginning of the year and dropped to below-contract levels in in June. That’s an indication of declining prices across the overall market, according to market…
Contract prices of NAND flash products have decreased in the first two quarters of 2018 due to the traditional off-season, and capacity expansion of 64/72-layer 3D NAND flash, according to DRAMeXchange, a division of TrendForce. Further price declines are expected in the third quarter (Q3), although a bit moderated, until the fourth quarter (Q4), when steeper…
Oversupply in the NAND flash market is causing downward price pressure on client solid-state drives (SSDs), which, in turn, is driving up demand for SSDs, according to DRAMeXchange, a division of TrendForce. The market research firm expects the SSD adoption rate in the notebook market will exceed 50 percent in 2018 with PCIe SSDs gradually replacing…
Prices for DRAMs, with the exception of graphics applications, has increased by 3 percent to 6 percent in the first quarter (Q1) of 2018, according to DRAMeXchange, a division of TrendForce, resulting in a 5.4 percent increase in global DRAM revenue. Graphics DRAMs experienced the largest price hikes, increasing by 15 percent in Q1. “Most PC…
China has taken a big step in its push into the memory IC industry. Three major Chinese companies are getting ready for trial production of DRAMs and NAND flash in the second half of 2018. YMTC, Innotron (Hefei Chang Xin) and JHICC are scheduled to start trial production of NAND Flash, mobile DRAM and specialty…
In late March, Micron reported that its production facility Micron Memory Taiwan (formerly Rexchip) experienced an interruption of nitrogen gas supply due to the malfunctioning of the gas generation system located outside the facility, according to DRAMeXchange, a division of TrendForce. Although the equipment has been fixed, the facility is not expected to return to full…