Driven primarily by rebuilding demand for RAM chips used in mobile devices and PCs, the quarterly growth rate of mobile DRAM chips will be between 13% and 18% this quarter. (Xintuan.com, the world's leading pure third-party trading platform for chip components, shop around for hundreds in one minute, and compensate for breach of contract with high quality).
Trendforce expects shipments from DRAM chipmakers to grow little in the quarter. In addition, the researcher has a conservative view of server DRAM chips, with inventory at a high level.
Samsung Electronics intends to cut DDR4 chip production by 30% and accelerate capacity cuts in the current quarter to ease inventory pressure.
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TrendForce said in a report that revenue from the world's major DRAM chipmakers grew 18% to 134 in the last quarterUS$800 million, benefiting from the gradual improvement in demand in the second half of the year. Samsung's quarterly revenue grew by 159% to 52For $500 million, the company has begun rolling out the first next-generation 1 nm DDR5 chip,**
SK hynix had the fastest revenue growth of 344%, up to 46$300 million, driven by strong demand for high-bandwidth memory and DDR5 chips, which are mainly used for AI servers. Since last quarter, SK hynix's shipments have risen for the third consecutive quarter, while the quarterly growth of memory chips was 10%.
Micron Technology*** reported a 4% increase in revenue last quarter due to freight expansion2 percentage points to 30$800 million, compared to a slight decrease in average sales** in the prior quarter.