This year, 618 may not be able to wait for cheaper memory. Since the end of last year, the price of memory has been bullish. Now manufacturers say that the supply will be very tight at the end of this year.
Li Peiying, general manager of South Asia technology, the world's fourth largest memory manufacturer, said a few days ago that the global overall economic growth was improved, which was conducive to the growth of DRAM demand. In the second quarter, the demand for consumer electronic products was booming, the supply was tight, the momentum of pen electricity continued to strengthen, the demand for servers resumed growth, and the demand for mobile phones was stable.
Li Peiying pointed out that,At present, it is expected that the tight supply situation will continue until the end of this year,However, in the follow-up, it is necessary to continuously observe the popularization rate of new crown vaccine and the improvement of the epidemic situation, the trade relations between the United States and China, as well as the impact of repeated orders and short and long materials in the supply chain.
Among the related memory products, DDR3 memory is out of stock more. As Samsung and other large factories shift their production capacity to CMOS sensors, and small factories shift their production capacity to NOR flash / PMIC / DDIC chips,At present, DDR3 memory is out of stock, and the price increase is relatively large.
As for DDR4, the price has started to rise, but the speed is slower, and the price still has the opportunity to rise.