Nanya technology: DRAM will rise in the first half of the year
In the first half of this year, DRAM prices continued to be bullish, but the increase would be more modest. In the second half of the year, the company will still be looking at the actual production increase of samsung and SK hynix to make a clear analysis, said li peiying, general manager of Nanya technology. For now, South Korea's second largest factory has indicated that it will increase production in accordance with market demand, and analyze the DRAM industry to maintain healthy and stable next year.
According to li, the demand for servers and standard DRAM continues to be strong this year. In Nanya technology, it is estimated that the demand for DRAM will increase by about 20-25 percent this year, and the combination of the cloud data center with the demand of the server DRAM, as well as the high-end mobile phone with DRAM capacity climbing to 4GB~6GB, and the arrival of the winter Olympic Games, stimulate the demand of the TV and the top box, and drive the demand for the nirvana DRAM. "the overall DRAM market is not pessimistic this year".
Although the NDRC had discussed samsung at the end of last year, it has expressed concern about the price surge of DRAM in the past six quarters, but the DRAM still rose 5% in the first quarter of this year, and the news from the industry chain is that DRAM may not fall this year, but it should not be as crazy as last year.
According to li, the demand for servers and standard DRAM continues to be strong this year. In Nanya technology, it is estimated that the demand for DRAM will increase by about 20-25 percent this year, and the combination of the cloud data center with the demand of the server DRAM, as well as the high-end mobile phone with DRAM capacity climbing to 4GB~6GB, and the arrival of the winter Olympic Games, stimulate the demand of the TV and the top box, and drive the demand for the nirvana DRAM. "the overall DRAM market is not pessimistic this year".
Although the NDRC had discussed samsung at the end of last year, it has expressed concern about the price surge of DRAM in the past six quarters, but the DRAM still rose 5% in the first quarter of this year, and the news from the industry chain is that DRAM may not fall this year, but it should not be as crazy as last year.