Just as the industry situation is slowing down, and everyone is waiting for the price reduction of memory to return to normal levels, it is reported that giants such as Samsung and SK Hynix are deliberately shrinking the performance of DRAM memory particles and NAND flash memory particles to avoid oversupply and causing prices to fall too much. . Research institution Digitimes Research released a report today saying that the global output growth of DRAM and NAND capacity in 2018 is expected to not exceed 30%, and in 2019 it will be less than 10%.
According to the report, global DRAM capacity will reach a record high in 2018, valued at nearly $ 100 billion, mainly due to the surge in demand in the server sector. Global server shipments are expected to increase by more than 15% this year, and the memory capacity of each server will also increase significantly.
SK Hynix has shifted its focus on DRAM capacity to the server sector, with its production capacity accounting for 38.8% in the second quarter of this year, compared to only 24% in the fourth quarter of 2016.
Micron ’s server DRAM sales also accounted for 29% of sales in the first half of this year, compared to 22% in 2013.
Digitimes Research predicts that DRAM vendors will start a new fight in the server field to capture more profits. As for the desktop memory market, I ca n’t wait to hold high prices.
