It is predicted that the price of memory semiconductors such as DRAM and NAND flash will increase by double digits in the second quarter due to the revitalization of PC demand and virtual currency revitalized by Corona 19.
Trend Force, a Taiwanese market research organization, predicted on the 18th that the NAND fixed transaction price, which companies use as a transaction standard, will increase by 3-8% compared to the first quarter in the second quarter. In addition, the DRAM fixed transaction price is expected to increase by 3-8% in the first quarter and 13-18% in the second quarter. It is said that the increase in demand for the two major memory products will start faster than expected due to an increase in demand beyond expectations.
Trend Force said, “The memory orders of PC manufacturers and Chinese smartphone companies are continuing, and global data centers are also starting to secure semiconductor stocks.” The movement to secure finished products is also increasing,” he analyzed.
The DRAM price index, which informs the prospect of rising DRAM prices in the future, is also tremendously jumping. The DRAM Exchange DRAM Index (DXI), which has already surpassed the 30,000 mark last month and surpassed the previous high in 2018, is drawing a steep rise, recording 31,7474.87 on the 17th of this month.
The rise in memory prices is a key factor in increasing demand for information technology (IT) devices such as PCs. Eugene Research raised the global PC market growth rate this year to 18%, which is higher than last year.
In addition, there is an analysis that the cryptocurrency craze, centered on bitcoin, is fueling the rise in the price of graphic DRAM. Trend Force predicted that the graphics DRAM contract price in the second quarter will rise 10-15% from the first quarter as demand for graphics cards increases.
[이종혁 기자 / 박재영 기자]
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