DRAM price at the end of the year have the opportunity to back on track
DRAM of supply and demand has always been actually followed the market adjusted season, traditional off-season basically will reduce the related capacity, or shift production to other types of memory.In this case, the original supply would be reduced, in 2017, however, has a special status, that's DRAM capacity greatly increased, the mobile terminal to the mainland market, low-end products from 512 MB to 1 gb or more, in the high-end is increased from 2 gb to 4 gb and even 8 gb, in addition, apple's new platform and doubled its DRAM usage, thus squeezing out other application of DRAM, and off-season was adjusted capacity is low, more large market supply.
Artificial intelligence industry in 2017 is a sharp rise in demand for data storage, leading to the demand of the NAND Flash is increased, the same effect did not appear in the DRAM.DRAM shortage of most of them are from the demand of mobile terminals.
DRAM and NAND, capacity expansion are mainly by process, because DRAM NAND the consumption of insulation will be no problem, so process miniature, thinning of the insulating layer will not affect its service life, although the DRAM also available stereoscopic 3 d process to increase its capacity density, but with a normal supply and demand and market demand of DRAM, actually relatively and NAND, its growth is not large, so the need to 3 d is not high.The current process steady improvement has enough to satisfy the demand of the market.
DRAM is actually used 1 x, of course, also have close to physical limits, the future if the DRAM market demand has soared because of other new applications, then import the 3 d process might be impossible.
But a while ago Taiwan wafer pollution occurring meguiar N2 plant, nearly fifty thousand pieces of wafer scrap, may directly impact DRAM supply after the third quarter, although in the second half of the memory to the demand of the factory will increase in capacity, but the gap is so big, hard to fill to come over, I'm afraid not low.
Main customer is already for the third quarter, the first or the second half of the demand of stock up in advance, if demand in the first half of 2018 has not as big as in 2017, so even with meguiar's wafer damage problem of Taiwan, the price should still have the opportunity to stabilize.According to the IC Insights previous estimates, the second half of the year as the process of transformation, in order to cope with the peak season and the suppliers and production capacity for adjustment, relevant market openings have a chance to be filled, but in the third quarter, I'm afraid I still can't avoid the price rising.
Artificial intelligence industry in 2017 is a sharp rise in demand for data storage, leading to the demand of the NAND Flash is increased, the same effect did not appear in the DRAM.DRAM shortage of most of them are from the demand of mobile terminals.
DRAM and NAND, capacity expansion are mainly by process, because DRAM NAND the consumption of insulation will be no problem, so process miniature, thinning of the insulating layer will not affect its service life, although the DRAM also available stereoscopic 3 d process to increase its capacity density, but with a normal supply and demand and market demand of DRAM, actually relatively and NAND, its growth is not large, so the need to 3 d is not high.The current process steady improvement has enough to satisfy the demand of the market.
DRAM is actually used 1 x, of course, also have close to physical limits, the future if the DRAM market demand has soared because of other new applications, then import the 3 d process might be impossible.
But a while ago Taiwan wafer pollution occurring meguiar N2 plant, nearly fifty thousand pieces of wafer scrap, may directly impact DRAM supply after the third quarter, although in the second half of the memory to the demand of the factory will increase in capacity, but the gap is so big, hard to fill to come over, I'm afraid not low.
Main customer is already for the third quarter, the first or the second half of the demand of stock up in advance, if demand in the first half of 2018 has not as big as in 2017, so even with meguiar's wafer damage problem of Taiwan, the price should still have the opportunity to stabilize.According to the IC Insights previous estimates, the second half of the year as the process of transformation, in order to cope with the peak season and the suppliers and production capacity for adjustment, relevant market openings have a chance to be filled, but in the third quarter, I'm afraid I still can't avoid the price rising.