The Q4 DRAM contract ASP is undergoing a 5% QoQ decline while unit volumes have seen considerable QoQ growth, says DRAMeXchange.

Inventory levels may mean that suppliers will no longer need to cut prices to encourage further sales leading to stable and recovering prices in 2020.

DRAMeXchange believes that Samsung will not increase its wafer capacity in 1H20, since the majority of its capital will be invested in new, 1Znm process-capable equipment.

Hynix is reducing capex which will result in the the relative slowdown of bit supply growth in 2020 compared to 2019.

Micron Technology is aldo expected to moderate 2020 capx though it has not yet announced a figure.

Despite announcement of volume production by China’sHefei-based CXMT, it is not expected that Chinese DRAM will have a significant effect on global bit supply in 2020.

Spot market prices reached a new low in October . Reduced volumes are making the price particularly reactive to market news.

By: DocMemory
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