On December 25, according to Japanese media reports, DRAM's November ** was the first in 2 years and 5 months**. Signs of excess inventory have waned as memory companies with deteriorating earnings such as South Korea's Samsung Electronics and U.S.-based Micron Technology have cut production. In general, there is a "silicon cycle" that alternates between booms and busts every 3 or 4 years in semiconductors.
According to statistics, in the DRAM block transaction in November**, the unit price of DDR4 8GB products was about 1$65, month-on-month**11, this is the first time since June 2021 *** At the same time, the unit price of TLC (three-layer unit) 256GB products, the benchmark product of NAND flash memory, is about 1$85, up from the previous quarter**12.
In fact, since the fall of 2021, semiconductor memory has shown a trend. With the weakening of "stay-at-home demand" under the epidemic, the market demand for major uses such as personal computers and smartphones has gradually declined. At the same time, the price of ** has led to the restriction of personal spending power, further exacerbating the dilemma of the semiconductor memory market.
Some analysts believe that electronic manufacturing service (EMS) companies in Chinese mainland and Taiwan have foreseen the ** of semiconductor memory ** and have begun to preemptively purchase. These companies often sign long-term supply agreements with memory manufacturers in advance to ensure stability**.
It is understood that semiconductor memory is widely used, mainly used in personal computers, smart phones, and server equipment in data centers. DRAM is used to store data temporarily, and NAND type flash memory is used to store data for a long time.