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DRAMeXchange, a division of TrendForce, reports that the average spot price of PC DRAM DDR4 chips has fallen by about 1.92% since April 20. Latest analysis indicates that PC DRAM's chip prices generally have been higher in the spot market than in the contract market.. The recent drop in the average spot price of PC DRAM DDR4 chips is thus a correction to limit the price gap between the two markets. Nonetheless, DRAMeXchange maintains the view that DRAM prices will generally stay on an uptrend during the entire 2017. This is mainly attributed to tight supply resulting from the lack of major fab expansion plans and yield issues with leading-edge processes.
DRAMeXchange, a division of TrendForce, anticipates that 3D-NAND will formally become the mainstream architecture of NAND Flash memory in the third quarter of 2017 with its share in the total NAND Flash bit output exceeding 50%. Following the footsteps of the leading 3D-NAND producers Samsung and Micron, most NAND Flash suppliers will begin mass production of 64-layer 3D-NAND chips in the second half of 2017. Nonetheless, the overall NAND Flash supply is expected to remain tight through the year due to Apple stocking up components for the next iPhone release and steady demand growth from SSD vendors.
DRAMeXchange, a division of TrendForce, reports that demand continues to outpace supply in the server DRAM market. In this first quarter, memory suppliers saw their shipment fulfillment rates dropped for different groups of clients. The fulfillment rate for long-term agreement (LTA) orders was 80% on average, while fulfillment rates for orders from Chinese and Taiwanese ODMs fell to the 60% level. Due to the persistent undersupply, DRAMeXchange further projects that the global average sales price (ASP) of server DRAM will increase by more than 10% between the first and second quarter.
DRAMeXchange, a division of TrendForce, reports the general price increase in the PC DRAM market is growing larger than anticipated as the already tight supply situation is compounded by quality problems with products made on the leading-edge processes. Based on a preliminary survey of completed contracts for the second quarter, DRAMeXchange estimates that the average contract price of 4GB DDR4 modules will go up by about 12.5% compared with the first quarter, from US$24 to around US$27.
Intel has made waves in the server SSD market with the reveal of its Optane SSD DC P4800X Series this March. Based the company’s in-house 3D XPoint memory, the DC P4800X Series is scheduled for shipments in the second half of 2017. “3D XPoint greatly outperforms NAND Flash and will help Intel reinforce its leading position in the high-end segment of the SSD market that has become increasingly competitive,” said Alan Chen, senior research manager of DRAMeXchange, a division of TrendForce. “In the future, the product roadmap of 3D XPoint could include client-grade SSDs and storage-class memory (SCM) devices. Intel naturally wants to expand the adoption of this technology in other areas as to create flexibility in pricing and consumption of in-house production capacity.”