Micron has revealed plans to cut production of its DRAM and NAND flash products by 5% to combat its average selling price (ASP) falling by 20% in the quarter ended February 28, 2019. Oversupply in both sectors led to the sharp fall in pricing and was "worse-than-expected DRAM and NAND pricing."...
If you're a regular at HardOCP, you've probably heard that memory prices are dropping like a rock. As we've reported before, a number of factors, including reduced smartphone demand, excess inventory, the Intel CPU shortage, and a stable "bit output" thanks to advancing lithography tech are...
Digitimes claims that Samsung Electronics, SK Hynix, and Micron Technology, the world's top 3 memory manufacturers, saw their Q1 2019 revenue drop dramatically. Combined DRAM and Flash revenue was down 18% sequentially and 26% "from a year earlier in the fourth quarter of 2018." The big 3...
The PC DRAM market is experiencing high inventory levels and this oversupply is expected to cause notable price declines in the 1H19. Market demand remains weak due to the off-season and the substantial amount of inventory that has carried over from the previous quarter. Contract prices of DRAM...
Citing industry sources, a recent report from Digitimes claims that prices for 1TB "gaming" SSDs fell more than 50% since 2018. According to their data, a 1TB SSD used to cost 10,000 New Taiwan Dollars (about $324 USD), whereas they're going for NT$3000-5000 ($97-$160) tody. This seemingly lines...
While some modern consumer platforms theoretically support high capacity sticks of DDR4, actually obtaining unregistered 32GB sticks has proven to be a challenge. Samsung's 32GB unregistered desktop DIMM that was spotted back in September is still MIA. In fact, I can't find a single 32GB...
Digitimes Research has compared the revenue from last year to 2018 from the top 3 memory chipmakers; Samsung Electronics, SK Hynix and Micron Technology. They have concluded that the combined revenue from those corporations in the 3Q18 saw increases of 8% sequentially and 36% on year. This is...
The Financial Times reports that Chinese regulators have found "Massive Evidence" of DRAM price-fixing. While the article itself is behind a paywall, summaries from other news sites have hinted at a few of the details. According to silicon.co.uk, Chinese officials didn't give any specific...
SK Hynix has announced that the company has developed 16Gb (Gigabits) DDR5 (Double Data Rate 5) DRAM, the industry's first DDR5 to meet the JEDEC standards. The company used the same 1Ynm process that it used to create 8Gb DDR4 DRAM for a competitive edge over the competition. "DDR5 is a...
According to a recent report by DRAMeXchange, DDR4 prices are starting to fall. They say the average price of a 8GB DRAM module dropped just over 10% QoQ, from $68 to $61. The research firm "does not discount the possibility of further price declines in November and December. Also, the price...
Fujian Jinhua Integrated Circuit Company, Ltd. (Jinhua) has been added to the list of Chinese companies that cannot receive exports from American companies. Jinhua and United Microelectronics Corp (UMC) have been accused by Micron Technology of stealing trade secrets by poaching its employees...
ban
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fujian jinhua integrated circuit company
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made in china 2025
micron technology
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u.s. department of commerce
u.s. military
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NAND flash prices are expected to drop even further in 2019 after declining by 50% this year. This is due to the creation of more capacity expansion in the industry to meet demand. There are 6-7 leading manufacturers of NAND flash products and some may face increased pressure to remain...
DRAMeXchange says that DRAM prices could "drop by 15~20% YoY in 2019 due to the weak price trend of server DRAM." The researchers point a finger towards the sluggish smartphone market and an Intel CPU shortage as major contributors to the 2019 price drop. While some manufacturers are trying to...
Samsung is expected to post a record operating profit of $15.5 billion USD for Q3 2018. Smartphone and display earnings actually fell in Q3, but they were more than offset by Samsung's semiconductor business. Some of us are frustrated by sky high DDR4 retail prices, but it seems that Samsung is...
According to CK Chang, president of the memory module firm Apacer Technology, the memory market's future might not be as grim as some organizations predict. In an interview with Digitimes, Chang said that DRAM demand is picking up thanks to seasonal factors, and that predicted price drops come...
DRAMeXchange predicts that DRAM prices could fall 5% in Q4 2018. Avril Wu, senior research director of DRAMeXchange, said “DRAM products have begun to see a weak price trend since 3Q18 after the price growth of nine consecutive quarters.” Graphics DRAM in particular is already starting to drop...
According to sources, Samsung has decided to slow memory chip output to create more market demand. This in turn will keep prices high or possibly even drive them up higher as the corporation seeks to maintain its bit growth projections of 20% for DRAM and 40% for Nand in 2018. If Samsung...
DRAM prices are high, but DRAMeXchange claims that some relief could be on the horizon. Mirroring previous reports of 14nm shortages, the site claims that OEMs have an "insufficient supply" of Whiskey Lake laptop CPUs, which will impact DRAM prices. Trendforce also expects SSD prices to drop in...
The growth of the DRAM market is exploding as parts shortages have driven the revenue to new highs. According to market research firm IC Insights, sales are expected to grow by 39% this year and make the DRAM semiconductor product category the first to eclipse the $100 billion mark. I'm still...
Intel's Executive VP and GM of the Data Center Group, Navin Shenoy has released a statement announcing the new Intel data center roadmap. First he announced new server accessories such as the Intel Optane DC persistent memory which allows for a larger persistent memory tier between the DRAM and...
Industry sources are saying we're going to have a DRAM oversupply issue next year and I welcome it. They base their opinion on the fact Micron has ramped capacity and two DRAM plants in China are getting ready to come online. Hopefully, this will all come true and we'll get the price of DRAM...
The Korea Times is reporting that the Korean Government is trying to enhance measures to protect the intellectual property rights of Samsung Electronics and SK Hynix. The move comes after Chinese officials are putting increased pressure on the companies to cross-license more of their technology...
While most of the cryptocurrency impact rage has been directed at the GPU market, it has surely impacted pricing in the DRAM market as well, along with DRAM price fixing as well. This "Go home memory prices, you're drunk" thread comes to mind that was started back in June of 2017. However...
If you were waiting for the right time to buy DRAM for a new build, that time might be right effing now. One of Micron's plants is now shut down and has been forced to scrap about 60,000 12-inch wafers due to a contamination situation. (Micron recently bought this Taiwan Inotera DRAM plant as...
Sadly, DRAM Rally is not a new game we will see in the future, although I am not so sure the concept is that great to begin with. However, Digitimes is reporting that the DRAM industry will fall short of demand in Q217 but will supplies will come back in Q3. So the moral of this boring news...