Libai Chen: DRAM will be out of stock for a whole year
Libai Chen: DRAM will be out of stock for a whole year.
Libai Chen, chairman of the ADATA, said that although the DRAM was expected to miss its third quarter this year, it is now expected to remain out of stock for a full year. Simon Chen pointed out that the market for samsung already have doubts, but samsung for expansion are still very cautious, so the DRAM market trend this year already set, can be said is clear without a cloud for a year.
In December, the company was affected by the year-end closing of customers and channels, but the revenue of the fourth quarter was 8.228 billion yuan, and its operating performance remained high, and was up 10.8% from the year before. Last year, the combined revenue reached 322.25 billion yuan, up 38.8% from the year before. It is not too much of a problem for a legal person to make a full year of equity.
Simon Chen said, DRAM are still out of stock this year, the market was afraid of samsung will pyongtaek 12 inches factory second LouGaiCheng DRAM cast slice, but new capacity will still around the big picture, samsung is very cautious to the expansion of DRAM. Samsung made most of its money last year on DRAM, which is a golden chicken for the group. NAND Flash also competes in the warring states period, so the NAND Flash market still has a fight to fight. In view of this, the DRAM market has been very strong at the beginning of this year, and the whole year will be cloudless.
DRAM is in short supply in the first half of the year, but prices are going to go up slowly,' Mr. Chen said. 'after a slow price increase, it's a good time to make a profit.' This year, there is no need to worry about the DRAM market having too much capacity, and while samsung's new plant has expanded DRAM capacity, it will not affect the overall situation, and the market supply will remain tight for a full year.
Libai Chen, chairman of the ADATA, said that although the DRAM was expected to miss its third quarter this year, it is now expected to remain out of stock for a full year. Simon Chen pointed out that the market for samsung already have doubts, but samsung for expansion are still very cautious, so the DRAM market trend this year already set, can be said is clear without a cloud for a year.
In December, the company was affected by the year-end closing of customers and channels, but the revenue of the fourth quarter was 8.228 billion yuan, and its operating performance remained high, and was up 10.8% from the year before. Last year, the combined revenue reached 322.25 billion yuan, up 38.8% from the year before. It is not too much of a problem for a legal person to make a full year of equity.
Simon Chen said, DRAM are still out of stock this year, the market was afraid of samsung will pyongtaek 12 inches factory second LouGaiCheng DRAM cast slice, but new capacity will still around the big picture, samsung is very cautious to the expansion of DRAM. Samsung made most of its money last year on DRAM, which is a golden chicken for the group. NAND Flash also competes in the warring states period, so the NAND Flash market still has a fight to fight. In view of this, the DRAM market has been very strong at the beginning of this year, and the whole year will be cloudless.
DRAM is in short supply in the first half of the year, but prices are going to go up slowly,' Mr. Chen said. 'after a slow price increase, it's a good time to make a profit.' This year, there is no need to worry about the DRAM market having too much capacity, and while samsung's new plant has expanded DRAM capacity, it will not affect the overall situation, and the market supply will remain tight for a full year.