DRAM prices have stopped rising after rallying for six months. They are expected to fall again as the volume of orders will decrease beginning the third quarter.The average fixed transaction price of a DDR4 8 Gb DRAM mainly used for PCs was US$3.31 in June, the same as May, market research company D
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Memory contract prices for May showed little m-m change. Meanwhile, we expect 2Q20 DRAM contract price to climb 11% q-q. In 3Q20, memory price growth is likely to slow relative to that seen in 1H20, a
SK Hynix has regained the fifth spot in the global NAND flash market based on sales, beating Intel. However, as SK Hynix's NAND flash business is still in the red, some experts point out that the Korean chipmaker needs to increase investment to upgrade its technologies such as controller technol
DRAM contract prices surged in April as “untact” or non-face-to-face activities increased amid the spread of the COVID-19 virus. Server demand increased thanks to telecommuting and online classes.The contract prices of DDR4 8 Gigabit (Gb) DRAMs, which are used for personal computers (PCs), averaged
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. DRAMeXchange has announced memory contract prices for Apr 2020. Server DRAM prices rose 18% m-m. Influenced by Covid-19 effects, PC and server demand was solid, but mobile demand proved sluggish. In 2
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com. -- Ed. Covid-19 has triggered some delays in memory semicon equipment investment in 1H20. However, chipmakers are unlikely to reduce their investment plans for 2020. And, some delays in investment should pos
Market research firm DRAMeXchange said on Feb. 20 that the PC DRAM (DDR4 8Gb) spot price reached 3.31 percent, down 1.2 percent from a month ago.The spot price has continued to fall from US$3.48 since Feb. 4. It reached US$3.41 on Feb. 7, showed little change for 10 days, and then fell to US$3.39 on
The spread of the Wuhan coronavirus is continuing to delay a recovery of the global memory chip market. Concerns over a decline in demand attributable to the spread surpassed concerns over a decline in supply attributable to factory shutdown and semiconductor prices are falling.According to market r
Spot prices of DRAMs are maintaining an uptrend, fueling expectations that fixed transaction prices of DRAMs will begin to rise soon.According to global semiconductor market research company DRAMeXchange on Dec. 26, the average spot price of DDR4 8 Gb products, which are mostly used for PCs, recorde
Global market research firms are forecasting that the global NAND flash demand will increase next year based on solid state drive (SSD) density and performance enhancement and 5G communications, artificial intelligence, deep learning and virtual reality will lead the growth of the global DRAM and NA
Memory semiconductor prices are gradually moving towards a stable path. NAND flash prices have posted the biggest jump since March 2017, and DRAM prices are falling more slowly.As a growing number of market watchers believe that memory prices have hit bottom, expectations are growing that Samsung El
Samsung Electronics Co. is considering making an additional investment in its second semiconductor plant which is under construction in Xian, Shanxi Province, China. However, the company is caught in the middle of the trade dispute between the United States and China.Samsung Electronics is planning
Market research firm DRAMeXchange reported on Aug. 30 that the average price of 8 Gb DDR4 DRAM chips, which are used mainly in PCs, was US$2.94 that day, showing no change from the previous month. The price slightly rose in December last year and fell for seven months in a row from January to July t
Market research firm IHS Markit said in its report on Aug. 13 that Intel’s and Samsung Electronics’ semiconductor business sales for the second quarter of this year are estimated at US$15,449 million and US$12,972 million, respectively.Samsung Electronics topped the global market in 2017 and for the
SK Group chairman Chey Tae-won convened an emergency meeting with CEOs of the group units on Aug. 5 to discuss the potential impact of Japan’s exclusion of South Korea from its trade whitelist on the group’s semiconductor and battery production.Chey met with the members of the SK SUPEX Council, whic
DRAM prices have plummeted by two digits once again, dropping to the level three years ago. Instead, NAND flash prices rebounded for the first time in two years, kindling a hope for earnings growth of Samsung Electronics and SK Hynix.Contract prices of DDR4 8 Gb DRAMs mainly used in PCs fell 11.2 pe
Samsung Electronics has made it clear that it would not cut production of memory semiconductors such as DRAMs. In addition, the global semiconductor giant said it is difficult to assess the impact of Japan's export curbs on its semiconductor business, pledging it would minimize damage through va
The international spot prices of memory chips are rebounding fast with the Japanese government restricting the export of semiconductor materials to South Korea. Under the circumstances, global semiconductor market conditions are expected to get better earlier than previously thought.According to mar
In October last year, the U.S. government banned semiconductor equipment export to China to block China’s rise in the semiconductor industry, and then American companies such as Lam Research and KLA-Tencor as well as Applied Materials, the largest player in the industry, stopped doing business with
SK Hynix announced on June 26 that it is ready for volume production of the world's first 128-layer one-terabyte (TB) 4D NAND flashes based on triple level cell (TLC) arrays.The Korean chipmaker achieved the milestone in just eight months since it announced the world’s first 96-layer 512 Gb (gig