The industry predicts that DDR3 and other dedicated DRAM prices will stop falling and rebound as early as the end of the first quarter, and demand will rebound after the Chinese New Year in February. As Korean suppliers gradually withdraw production, Taiwanese suppliers will receive a large number of orders.

According to the "Electronic Times" report, sources pointed out that DDR3 suppliers in Taiwan have found that some customers are more willing to accept price increases, especially those of 4Gb and higher-density DDR3 chips.

At the same time, Chinese memory chip companies are increasing the yield of DDR3 production in preparation for entering the DDR3 field. However, sources believe that DDR3 chip prices should not be affected by supply in the short term.

Memory chip design company Jinghao Technology said that the recent spot price fluctuations have limited impact on the company's ASP. The company's gross profit margin is expected to remain above 40% in the fourth quarter of 2021, and ASP growth is basically flat. As the shortage of non-memory chips begins to ease, demand will gradually pick up in the first quarter of 2022, and chip prices will be adjusted upwards to reflect strong customer demand in the second quarter of 2022.

Nanya Technology’s revenue in December last year fell 4.4% year-on-year to NT$6.94 billion (US$251 million), due to weak PC demand and customers’ desire to clear existing inventory at the end of the quarter to settle accounts. However, Nanya Technology is still optimistic about its future prospects and plans to increase the output of 10nm-class chips starting in the first half of 2022. The acceleration of this process will boost overall sales in South Asia.