The price of chips in the United States and South Korea has risen by 60, and foreign media question whether it is really recovering?
With the continuous progress of China's core technology, China has gradually mastered a number of advanced technologies in terms of high-end memory chips and flash memory chips, especially Yangtze River Storage, which has taken the lead in overcoming the technical difficulties of layer 232. This puts South Korea and the United States at a great disadvantage.
Just when many Korean and American memory chip manufacturers such as Samsung, SK hynix, and Micron have chosen to cut prices or even sell them at a reduced price. Just when many industry insiders thought that memory chip makers in the United States and South Korea would continue to keep a low profile, no one expected that the two memory manufacturers in the United States and South Korea would announce a 60% increase.
Not long ago, the Korea Semiconductor Association **will** 60% or more of South Korea's DRAM and NAND flash memory chips by 2024. Not only that, but U.S. memory chip makers, including Micron, have also announced price increases of up to 60% or more...
Some industry insiders said: When **substantially**, it is inevitable that part of the cost will be passed on to consumers. The reason for the sudden price increase this year must be the sharp reduction of the chip ** last year. As the world's largest market for flash memory and memory chips, we will be more affected.
Over the past few years, domestic memory manufacturers have grown rapidly and joined the ranks of internationally renowned manufacturers such as Samsung, Micron, and SK hynix. The problem, however, is that the expansion of production capacity cannot keep pace with the acquisition of equipment and facilities, which take some time.
In other words, despite the rapid development of domestic memory chips, it will still take time to meet domestic demand. That's why Samsung, SK hynix, and other U.S. and South Korean semiconductor manufacturers have dared to raise prices significantly.
However, the data shows that U.S. and South Korean companies, including Samsung and Micron, have reduced their domestic market share. Micron, in particular, has seen a significant decline in its market share due to past investigations and some bans.
At the same time, rising chip inventories are also making Micron and other manufacturers miserable; Due to the chip ban and declining market demand, Samsung's memory inventory has exceeded 40%. This will not only increase the cost of inventory, but also reduce the cost of chips.
Arguably, manufacturers such as Micron and Samsung chose to sell at a lower price because they wanted to regain market share in China, but also because they wanted to dispose of the backlog of chips in their warehouses. Now that Samsung and SK hynix have both obtained ** licenses, and Micron's situation has basically stabilized, they have to raise ** to make up for their previous losses.
According to public data, China's annual import value of flash memory chips exceeds 100 billion yuan.
According to the analysis of industry insiders, with the continuous expansion of the artificial intelligence chip market, Samsung, Micron and other companies have chosen to develop artificial intelligence chips. This means that they need more money to invest in R&D, and as the number of chips decreases, the financial pressure on companies such as Samsung will also increase. This time, in response to this pressure, they opted for price increases.
But in any case, according to the development speed of China's chips, internal substitution is just around the corner. At that point, manufacturers such as Samsung and Micron will no longer be as unscrupulous as they used to be.
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