07-16-2019, 09:25 PM
https://www.tomshardware.com/news/toshib...39936.html
Quote:That was expected to change when a June 15 power outage stopped production at Fab 2, Fab 3, Fab 4, Fab 5 and Fab 6 for 13 minutes. Any disruption can lead to serious problems for companies like Toshiba; now we're starting to feel the effects of this seemingly brief shutdown. And it's not just because of production delays, either, as DRAMeXchange explained in the Market View report published today.
The increases won't just result from an electric issue at Toshiba's production base; they'll also arrive via political intervention. Japan announced that it "will be controlling South Korea-bound exports of three key materials used in the manufacturing of semiconductors, smartphones, and panels," DRAMeXchange said, which led "module manufacturers in the memory industry downstream to give higher quotes."
But the good news is that DRAMeXchange (and parent company TrendForce) believe these price increases will be resolved in the long term. NAND is expected to be affected more, with the firm saying prices could increase as early as this month, but manufacturers are sitting on two to three months of inventory already. Some could use their existing NAND stock long enough to avoid raising the prices of end products.
DRAM prices will probably be affected less, DRAMeXchange said, because companies are sitting on more than three months of inventory. That and the perception that "overall end demand still seems to be rather weak" for systems, smartphones, etc. led the firm to predict "a continual sliding of contract prices for PC, server and mobile DRAMs at the beginning of 3Q with no signs of reversal as of yet."