Hurry up stock prices next year to skyrocketing memory prices

As DRAM spot prices have risen, DRAM contract prices have also risen in the beginning of this month. Industry insiders expect that DRAM production growth in the next year will be 20%, which will not be able to meet the demand of about 30%. DRAM or price trend will appear in the year.

According to a DRAMeXchange survey, the DRAM contract price fell by 3.17% in late November. However, the recent spot price increase stimulated the contract price in early December, which also rose between 1.25% and 2.52%.

Although the increase was small, it represented a decline in the inventory of PC system plants and the willingness to purchase goods gradually increased. This is the first time since the second half of the year that the oversupply of DRAM prices has risen for the first time.

DRAMeXchange said that in the third quarter of this year, each of its plants will cut production of standard DRAMs, shifting its production focus to mobile memory. Even if some of the standard DRAM production capacity still remains at a time when the process is being transferred, the technical difficulty will be high and the initial output will be affected. Affected, resulting in tight supply of some product items particles, driving prices rise.

Next year, the capital expenditure of the overall DRAM industry will be reduced by 21% compared with this year. The market estimates that the DRAM growth will only reach 20% next year, which is further reduced compared to this year's nearly 30%. However, the market demand will reach approximately 30%. Looking into the future market, not only DRAM Supply and demand tend to balance, and there will be shortages next year.

Although DDR3 2G has returned to US$1 in the recent past, it is estimated that the current cost of DRAM plants will be estimated to be US$1.50 before there is room for profit. Even if the current price rises, DRAM makers will continue to suffer losses, and if the price rises next year, With the rise to the cost of DRAM plants, manufacturers are expected to have room for profit.