DRAM Price Forecast

Judging by the statements of the largest manufacturers, they can no longer afford to lose money due to ultra-low prices for DRAM, which have been holding on for the past six months.

First, the Chairman of the Board of Directors of PowerChip warned of a possible memory deficit against the background of a sharp decline in production , and yesterday Taiwan Nanya Technology announced an increase in prices for its products .
Samsung Electronics, which has always always been very aggressive in preventing competitors from raising prices, also incurs losses, and most likely will not dump.

There are prerequisites for a deficit (and a sharp rise in prices): since the autumn of last year, even companies with the most advanced technology have worked with negative margins. Most of the outdated factories that used 200mm substrates were closed, and production development costs were reduced by almost 60%.
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At the same time, the global economic crisis has not ended (and, as some believe, it’s not really begun), so it is quite possible that demand will continue to fall and supply reduction will not lead to a serious price increase.

One way or another, the memory can no longer be cheaper, and it cannot be kept at the current level for a long time either (the manufacturers cannot work endlessly at a loss).

Based on EETimes and Reuters