Industry data shows that with the effect of production cuts by manufacturers such as Samsung and Micron, coupled with the digestion of excess inventory, the rise of semiconductor memory chips has been determined. For the first time in two and a half years, the representative DRAM has appeared.
Among DRAM products, the representative DDR4 8GB block transaction in November** was 1. per pieceAround $65, 11% from October**, the first time since June 2021**;Among NAND products, the representative TLC product 256GB** from October to December 2023 is 1. per pieceAround $85, 12% from the previous quarter, the first time in nine quarters.
According to the news, due to the sluggish demand for PCs and smartphones, memory chip manufacturers such as Samsung, Micron, SK hynix, and Kioxia have successively reduced production since the second half of 2022 in an attempt to recover. According to a Japanese electronics trading company, "the overstock situation (of memory chips) has eased, and the effect of production cuts has finally appeared. ”
DRAM and NAND buyers are able to accept the expansion of price increases because they prioritize stable procurement. The person in charge of a PC manufacturer revealed that because the memory chip manufacturer said that "if the ** level is maintained, it will not be shipped", so there is no choice but to accept a certain degree of price increase.
It is reported that the semiconductor industry will have a "silicon cycle" that alternates between rise and fall every 3 or 4 years, and the current market generally believes that 2023 will be the bottom of the cycle and will improve in 2024.
TrendForce recently predicts that DRAM and NAND (eMMC, UFS) memory chips for mobile devices will increase further in the future, with the quarter-on-quarter increase extending to 18 to 23% in the first quarter of 2024.
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