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Memory demand multiplication in the second half of the DRAM or tight

2018-05-24 13:47:21

DRAM and NAND Flash memory outlook continues to see qiao this year, some analysts think the specifications of the mobile device to ascend, increased demand for storage, the second half of the year tight; Other personal computer (PC) the situation is unclear, new models may be able to drive the PC DRAM cargo, sing popular meguiar (Micron Technology).
Bully rong (Barron, go s) 18, Drexel Hamilton made reports, industry insiders revealed that Asian giant memory that mobile devices demand, will reverse, the excess supply of DRAM in the past few months, the average price fell, the second quarter will restore balance between supply and demand. NAND have reaction to this trend, a glut on the NAND since 2014 years, and restore balance between supply and demand roughly a month ago.
Made that this year's mobile DRAM/NAND specifications will remain strong, the new machine will absorb the supply. In addition, samsung, meguiar's 20 nm process on the giant, such as conversion, output will shrink the limit of DRAM, this year the second half of the supply will be tight to memory.
PC in the situation is unclear, Intel (Intel) looking to slash $1 billion last week. Reported that Intel problem may be seasonal, rather than structural problems, but PC sales decline in four years, make the theory more and more difficult to stand up. However, if this theory is true, Q2 new PC models and apple computer needs emerge, and in the second half of the seasonal goods, PC and server DRAM might have outstanding performance.
However, some analysts think, memory markets stabilize, biggest beneficiary may not be micron. Barrons.com previously reported, nomura securities analyst Romit Shah said that samsung was eating into micron DRAM orders, and shake meguiar's lead in the NAND memory. Analysts point to samsung threat lies in its DRAM progress much faster than the light. Memory bits each year will increase due to the process technology progress, and drive the price down, samsung bits last year Growth rate (Bit Growth) to 55%, and the light is only 5%.
 
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