Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
The End Of The DRAM Shortage?
#1
https://www.techpowerup.com/240631/the-b...estor-fear
Quote:This 5% drop in pricing has prompted industry analysts to review their profit estimates for 2018, and expect that the memory industry's growth rate will fall by more than half this year to 30 percent. You read that right - investors are scared because growth rates will be 30 percent instead of 60 percent. Oh the joys of inflated pricing, and slower-than-usual ramp-up to keep demand higher than supply. The joys of economic capitalism, where prices for consumers go up, and an industries' value skyrockets by more than 70$ in a single year (2017).


This news led to a knee-jerk reaction from investors and the stock market for memory manufacturers as a whole, though; Samsung shares dipped 7.5 percent last week, while SK Hynix's fell 6.2 percent (January 6th seems to be the tipping point). But analysts say that there is unlikely to be a sudden crash, and that 2018 should still be a relatively stable year for chipmakers. This is due to the ever increasing memory demands of smartphones - average DRAM memory of new smartphone models launched last quarter increased by 38 percent from the second quarter of 2016, while NAND content measured by gigabyte jumped a staggering 84 percent, according to an analysis by BNP Paribas, as reported by Reuters.
Valve hater, Nintendo hater, Microsoft defender, AMD hater, Google Fiber hater, 4K lover.
Reply
#2
https://www.gamersnexus.net/industry/321...ial-launch
Quote:Again, we’re not here to make market predictions -- we don’t have a crystal ball -- but the longish-term graphs provided by PCPartPicker make the current DRAM price debacle seem like a (large) peak in a normal cycle. If things shake out the way they did in 2013 and 2014, 2018 will be a year of steady prices, followed by a decline in 2019. Hynix and Micron stock has loosely correlated with the price of DRAM over the past few years, and keeping an eye out for them in financial news should give a general idea of where prices are headed. It’s always possible that the bottom will fall out of the market and end the boom early, but RAM sticks probably aren’t going to become much cheaper this year.
Valve hater, Nintendo hater, Microsoft defender, AMD hater, Google Fiber hater, 4K lover.
Reply
#3
Looks like China is throwing its weight around: https://www.techpowerup.com/241189/ndrc-...production
Valve hater, Nintendo hater, Microsoft defender, AMD hater, Google Fiber hater, 4K lover.
Reply


Forum Jump:


Users browsing this thread: 1 Guest(s)