10-19-2017, 03:50 AM
https://www.techpowerup.com/237970/dram-...trendforce
To be clear, the conclusion is TPU's, not DRAMeXchange's. DRAMeXchange's view is that the DRAM manufacturers are conservative on their future capital expenditures. But that sounds like an excuse to me, since we've not had a shortage this severe in who knows how long.
To be clear, the conclusion is TPU's, not DRAMeXchange's. DRAMeXchange's view is that the DRAM manufacturers are conservative on their future capital expenditures. But that sounds like an excuse to me, since we've not had a shortage this severe in who knows how long.
Quote:However, what started with simple insufficient output that could contain the explosion of DRAM capacity in smartphones seems to now be turning into a conscious decision by the three top memory manufacturers. Samsung, Micron, and SK Hynix are seemingly setting output at a lower than required level so as to artificially inflate pricing due to low supply. TrendForce themselves say so, in that these suppliers "(...) have opted to slow down their capacity expansions and technology migrations so that they can keep next year's prices at the same high level as during this year's second half. Doing so will also help them to sustain a strong profit margin."