TrendForce downgrades price forecast
It is predicted that the price of memory semiconductor DRAM may drop by more than 10% in the third quarter of this year.
TrendForce, a Taiwanese market research firm, said on the 5th, “In the situation where demand is uncertain in the second half of the year, some DRAM suppliers have begun to show their willingness to cut prices to reduce inventory burden. will,” he observed.
At first, TrendForce predicted that the DRAM price in the third quarter would drop by 3-8% compared to the second quarter, but this forecast was lowered.
TrendForce also added, “If the price war between companies is triggered, the rate of price decline can exceed 10%.”
According to TrendForce, the price of DRAM for PC is expected to drop by 5-10% in the third quarter from the previous quarter.
The initial forecast for the decline was 3-8%.
Server DRAM prices are also expected to fall 5-10% in the third quarter due to inventory pressure.
This is a bigger drop than the previous forecast (0-5%).
The price drop in the third quarter of mobile DRAM and graphic DRAM was predicted to be 8-13% and 3-8%, respectively.
The smartphone production target continues to be lowered due to the economic downturn, and the demand for graphic DRAM procurement has also weakened due to a decrease in inflation-related consumer goods demand and a contraction in the cryptocurrency market, TrendForce analyzed.
The price of memory semiconductor NAND flash has also shown a downward trend recently.
According to market research firm DRAMeXchange, the fixed transaction price for general-purpose NAND flash products for memory cards and USB (128Gb 16Gx8 MLC) in June was $4.67, down 3.01% from May ($4.81).
The price of NAND flash increased by 8.57% and 5.48%, respectively, in April and July of last year.
Then, from July of last year to May of this year, it was maintained at $4.81, and then fell more than 3% in June.
/yunhap news
