CHANG CK, president of DRAM module manufacturing Commercial Apacer Technology, said that although the uncertainty of the DRAM contract price increases, the price is unlikely to collapse in 2022, because the main supplier still has cautious attitude towards increasing crystal yield.
According to "Electronic Times", Chang said that the DRAM contract continued to rise in the third quarter of 2021, but the growth rate slowed down, and the price prospect of the fourth quarter was still uncertain. From the market segment, since 5, June, the demand for consumer DRAM has been slowing, but the demand for server DRAM is still strong.
As for NAND flash, its spot price also experienced significant adjustments, and Chang expects it to increase its smooth ring growth in the fourth quarter after the third quarter increased slightly. In addition, the supply of flash memory devices is still limited by the shortage of controllers and carriers, which is another short variable that affects NAND flash.
SSD, chang said that China's mainland against digital currency has made a rapid slowment of large-capacity SSD sales, leading to recent price changes.
CHANG revealed that Apacer Technology's flash products, especially industrial applications in the second half of the year, the company has reserved the goods for shipments. As of the end of the first quarter, Yishan Technology held a stock worth 206 billion new Taiwan coins, 70% of which were industrial applications.
The expansion of the wafer is hesitant, and the industry said that the DRAM price is unlikely to collapse next year
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