The memory semiconductor market, which shows strengths by domestic companies, is expected to improve faster than expected, which will be a boon for Samsung Electronics and SK Hynix.
According to the industry on the 18th, the market research firm Trend Force predicted that the fixed transaction price in the second quarter of this year will increase 13-18% for DRAM and 3-8% for NAND flash compared to the first quarter of this year.
In the case of NAND flash, the analysis that the price rebound will take place in the second half of this year has been mainstream, but it seems that it is rebounding faster than the industry expected.
Trend Force raised the possibility of a disruption in the supply of NAND flash controllers due to Samsung Electronics’ shutdown of its Austin plant in the US, which has continued since the US cold wave. According to this, it is believed that the rise in NAND flash prices may exceed the forecast.
In the second quarter, DRAM prices are expected to increase regardless of PC, server, graphic, mobile, and consumer use.
Trend Force predicted that notebook production will remain at a good level in the second quarter and analyzed that demand for DRAM to maintain inventory will continue.
In addition, with the recent increase in cryptocurrency mining, it is also predicted that miners will lead the rise in graphic DRAM prices.
Meanwhile, IC Insights, a global market research institute, also analyzed that this year’s DRAM and NAND flash sales will increase by 18% and 17%, respectively, to record the 1st and 2nd growth rates among semiconductor products.
Samsung Electronics Pyeongtaek Line 2.[사진=삼성전자 제공]
©’Five-language global economic newspaper’ Ajou Economics. Prohibition of unauthorized reproduction and redistribution