Li peiying: in 2018, the DRAM supply will increase by 20% to 25%
Benefit from DRAM prices, memory giant Nanya technology,published in 2017 in Taiwan's full-year net profit after tax, made a profit of, including outside the amount is more than nt $40 billion, EPS is also more than 14 yuan per share, make close to 1.5 equity.
Under this bright transcript, li pei-ying, general manager of the company, said that the increase of DRAM manufacturers is still under control, compared with the large expansion of NAND Flash. If the manufacturers follow the planned expansion plan, the price and market conditions of DRAM will remain stable in 2018.
After talking about the supply side, li peiying went on to discuss the situation of demand. He says the biggest demand for DRAM in 2018 is from servers and PCS. Among them, the demand of server market is more dominant, and the market is equally strong in Europe, America and China. And the main reason for that is that it's a business opportunity from a telecoms operator, and with 5G, and we have to wait for the rise of the cloud, the server needs to grow. In addition, in the PC market, the demand for DRAM comes from the market of e-sports and business jets.
Li peiying stresses that in the past, the Nanya technology has been very small in the server market, and in 2018, it wants to start a gradual delivery in the second quarter. Nanya technology division because of its capacity, however, is still relatively small compared with other international companies, so the choice of partners in the server market will be as far as possible, give priority to with brands, also won't mass and goods.
Under this bright transcript, li pei-ying, general manager of the company, said that the increase of DRAM manufacturers is still under control, compared with the large expansion of NAND Flash. If the manufacturers follow the planned expansion plan, the price and market conditions of DRAM will remain stable in 2018.
At the press conference on the 16th day of the 16th day, he said that the supply in 2018 was a moderate development, in contrast to the state of DRAM in 2017.
Although the current international DRAM plants have plans to expand their production, they estimate that the supply will increase by 20% to 25% in the whole of 2018. And in the first half of the supply will be a steady state. As for the rest of the second half of the year, it's time to see if the big factory expansion is going to be based on a plan that has been announced before. However, the third quarter, which starts in the second half of the year, is the peak demand season for traditional DRAM. Therefore, the market will not change much before the end of season 3.
After talking about the supply side, li peiying went on to discuss the situation of demand. He says the biggest demand for DRAM in 2018 is from servers and PCS. Among them, the demand of server market is more dominant, and the market is equally strong in Europe, America and China. And the main reason for that is that it's a business opportunity from a telecoms operator, and with 5G, and we have to wait for the rise of the cloud, the server needs to grow. In addition, in the PC market, the demand for DRAM comes from the market of e-sports and business jets.
Li peiying stresses that in the past, the Nanya technology has been very small in the server market, and in 2018, it wants to start a gradual delivery in the second quarter. Nanya technology division because of its capacity, however, is still relatively small compared with other international companies, so the choice of partners in the server market will be as far as possible, give priority to with brands, also won't mass and goods.