Memory price increase
28 August 2023
After the corona virus outbreak, memory vendors have been cautious about increasing output, despite specific market needs such as data centers and enterprise SSDs. It is foreseeable that memory prices will continue to rise in the second quarter of 2020. Foundry services are another industry that has hardly been affected by the outbreak.
Due to tight production capacity, lead times for 8-inch fabs have been extended, and customers have increased their order arrangements because of concerns about possible supply disruptions. Affected by the epidemic, passive component manufacturers reported a decline in sales in February as Chinese factories contracted output, but they remained optimistic. Yageo considered raising prices to reflect increased costs.
According to industry sources, contract prices for DRAM and NAND flash are expected to show double-digit growth in the second quarter of 2020, driven by growing demand for data centers, enterprise-class solid-state drives, and other applications.
A source at Taiwan Analog Integrated Circuits said that the lead time for the 8-inch fab has been extended to more than 12 weeks to reflect its tight capacity.
As a result of the coronavirus outbreak, mlcc and chip resistor production in Chinese factories has fallen sharply, and passive component manufacturers Yageo and Walsin Technology have announced a continuous and annual revenue decline in February 2020.
Due to tight production capacity, lead times for 8-inch fabs have been extended, and customers have increased their order arrangements because of concerns about possible supply disruptions. Affected by the epidemic, passive component manufacturers reported a decline in sales in February as Chinese factories contracted output, but they remained optimistic. Yageo considered raising prices to reflect increased costs.
According to industry sources, contract prices for DRAM and NAND flash are expected to show double-digit growth in the second quarter of 2020, driven by growing demand for data centers, enterprise-class solid-state drives, and other applications.
A source at Taiwan Analog Integrated Circuits said that the lead time for the 8-inch fab has been extended to more than 12 weeks to reflect its tight capacity.
As a result of the coronavirus outbreak, mlcc and chip resistor production in Chinese factories has fallen sharply, and passive component manufacturers Yageo and Walsin Technology have announced a continuous and annual revenue decline in February 2020.
