Thursday, March 19, 2020
Q2 server DRAM ASPs will rise 20% q-o-q and Q2 SSD prices will rise 10-15% q-o-q, says DRAMeXchange as a result of increased demand for cloud services used for teleworking caused by coronavirus-driven home-working.
Driving DRAM demand are the US JEDI contract and the demand for teleworking services. Supply of server DRAM is now tight and inventory levels at both suppliers and customers are low.
The demand for teleworking and cloud services has also driven up demand for enterprise SSDs and overwhelmed NAND suppliers.
The NAND shortage is expected to continue into Q2 with ASPs riding 10-15% q-o-q.
Whether or not the NAND market is in shortage or oversupply in H2 depends on whether or not coronavirus infections are receding or growing.
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