Time is 3 months apart, DRAM prices are falling again

DRAM prices in the global memory chip market fell again in three months. According to the Yonhap News, the average price of PC DDR4 8Gb DRAM products on the 31st of last month was 2.81 US dollars, down 4.4% from the previous month.

Since the beginning of this year, DRAM prices have fallen sharply. Although the price once recovered from August to September, it fell again at the end of October. According to DRAMeXchange, the DRAM market is still oversupplied and contract prices are slowly falling.

Samsung Electronics, SK Hynix and other major memory semiconductor companies are consuming DRAM inventory. Industry sources said that this year manufacturers are only returning stocks to normal levels. If prices are to rebound, Intel may have to introduce new CPUs in the first half of next year. ).

In fact, Samsung Electronics reported in its third quarter earnings report that DRAM inventories have fallen sharply and will return to normal in the first half of next year. SK hynix also pointed out in its third quarter earnings report that it will continue to reduce DRAM inventory by the end of next year.

On the other hand, NAND flash prices have begun to rebound. On the same day, the average price of NAND flash 128Gb MLC (multi-level cell) for SSDs, drivers, etc. was $4.31, which was 4.9% higher than a month ago.

DRAMeXchange analysis, a few days ago Kioxia (former Toshiba memory) power outage, resulting in price increases. The investment industry expects that the semiconductor industry is expected to rebound in the first half of next year after it has passed the low point of the fourth quarter.

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