DRAM And NAND Prices Fall

[SteelCrysis]

https://www.tomshardware.com/news/toshib...39936.html

Update, 7/22/19, 6:20 a.m. PT: KBS World Radio, citing "industry sources" and DRAMeXchange data, said that DRAM prices rose by roughly 20% between July 5 and July 20. The report said the spot price of 8Gb DDR4 DRAM averaged $3.74 on the market's close last week. That's roughly 23% higher than it was on July 5--which is the day after Japan started regulating exports to Korea in response to the Toshiba power outage--and 14% higher than it was on July 13.

These price increases weren't attributed to changes in supply and demand, according to KBS World Radio's anonymous sources, so they likely stemmed from some combination of Toshiba's power outage and Japan's export controls. If either leads to actual production delays or supply issues (which DRAMeXchange seemed to think was unlikely) DRAM prices could rise even higher still.

https://www.techpowerup.com/257566/japan...20-percent

Memory and flash industry observer DRAMeXchange reported that spot-pricing of 8-gigabit DDR4 DRAM chips, which is used as a benchmark for DRAM pricing as a whole, closed at USD $3.74 at the end of trading on Friday (19/07). It's up 14.6 percent week-over-week, and 23 percent up pricing as on 5th July. An industry observer who spoke with KBS World notes that the recent hikes are not directly infuenced by the trade-spat between Japan and Korea, but rather a power blackout experienced at a Toshiba DRAM manufacturing facility last month. The observer noted that if the trade-spat affects production at Samsung Electronics or SK Hynix, DRAM prices could "skyrocket."