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• #154626 killbull aktív tag Hegyirabló #154625

  Új Válasz 2021-08-10 11:05:56 #154626

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  válasz Hegyirabló #154625 üzenetére

  "Prices of both consumer DRAM and graphics DRAM are expected to enter into a downturn in 4Q21 owing to weak supply and demand
  In sum, the sufficiency ratio of PC DRAM increased from -1.13% in 3Q21 to 0.28% in 4Q21. Hence, TrendForce expects contract prices of PC DRAM to take a downward turn in 4Q21, while prices of DDR4 consumer DRAM, which are highly correlated with PC DRAM prices, will likely undergo a similar decline. Likewise, contract prices of graphics DRAM are expected experience a looming decline as well, since the sudden cryptocurrency downturn resulted in a corresponding plummet in cryptocurrency mining demand and, by extension, spot prices of graphics DRAM, which is used in cryptocurrency mining equipment.
  
  Regarding server DRAM, contract prices are expected to mostly hold flat, without noticeable hints of price hikes, in 4Q21. This trend can be attributed to the server industry's migration to Intel's new Ice Lake platform, which has been steadily rising in terms of penetration rate, as well as the fact that demand for servers has yet to weaken. However, MoM declines in server DRAM contract prices may potentially take place in November and December. Likewise, mobile DRAM prices are expected to remain relatively unchanged in 4Q21 compared to the previous quarter. The profitability and ASP/Gb of this product category are relatively lower compared to other DRAM products, such as PC DRAM and server DRAM, and it did not experience as much of an uptrend during the prior quarters. Hence, while PC DRAM prices are expected to decline in 4Q21, mobile DRAM prices will remain sustainable, without undergoing a similar decline."

  [Contract Prices of PC DRAM Expected to Decline by 0-5% in 4Q21 as Spot Prices of DRAM Modules Continue to Weaken, Says TrendForce]

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