Wednesday, July 19, 2017
Taiwan's leading memory chipmaker Nanya Technology on Monday said the supply of dynamic random access memory (DRAM) chips would continue to be tight in the second half, driven by demand for data center servers, dual cameras in handsets, other artificial intelligence applications, and new voice-assistant gadgets.
"We are seeing supply to continue to be tight through the end of the year," said Nanya Technology president Lee Pei-ing, adding that his company expects supply and demand conditions to stay healthy through 2018.
Lee said that DRAM prices would go up some 4% to 6% for the current July to September period, and the price would likely stay at such levels through the end of this year. Nanya Technology is the world's fourth-placed DRAM maker, trailing Samsung Electronics, SK Hynix and Micron.
DRAM are the crucial memory chips found in almost every electronic product. The Taiwanese company does not supply Apple, but sells to Chinese mid-range smartphone makers, networking gear providers such as Huawei Technologies and ZTE, and a wide range of PC and consumer electronics makers.
The key growth generator for the DRAM industry mainly comes from more complicated features such as dual cameras, artificial intelligence applications for smartphones, and robust demand for data center servers, according to Lee. Demand is booming for a range of products featuring the chips, from 4K televisions, gaming consoles and automobiles, to emerging voice-activated devices.
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