Friday, January 10, 2020
Because of limited growth in DRAM supply, buyers are increasing orders to raise inventory
The increase in DRAM spot prices since December and the power outage at Samsung’s Hwaseong fab on December 31, 2019, have not seriously impacted the supply side of the DRAM market.
But on the demand side, memory buyers have furthered their willingness to build up inventories, kicking off an earlier than expected uptick in the pricecycle.
PC DRAM will trend either flat or slightly upward.
Mobile DRAM is expected to drop 0-5%.
Server DRAM and Graphics DRAM products are expected to lead the price rally.
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