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According to DRAMeXchange, a research division of TrendForce, the fire accident experienced by SK Hynix's Wuxi plant has led to a sudden surge in market demand. The spot market prices for mainstream PC DRAM 2Gb chips have soared by a whopping 36% since the day of the fire (the calculation is based on the chip's agreed price of $US 2.18 on 9/24). A growth of at least 10%, it is worth noting, is also expected for the soon-to-be-announced September contract prices. Given that SK Hynix was originally the supplier with the highest market share in the graphics memory market (leading both Samsung and Micron), a major shortage in graphics DRAM (for instance, DDR3x16, GDDR3, and GDDR5) has inevitably occurred. The Taiwanese companies with noticeable, though much lower, shares in this market include Nanya and Winbond.
According to DRAMeXchange, a research division of TrendForce, the market penetration rate for USB 3.0 flash drives may only be 10% in 2013, which is weaker than expected.
According to DRAMeXchange, a research division of TrendForce, the fire accident experienced by SK Hynix's Wuxi Plant on September 4 is now revealed to have originated from its Chemical Vapor Deposition (CVD) machinery.
SK Hynix has experienced a fire accident yesterday (9/4) at approximately 3:00 PM, causing every part of its production to be halted. The fire damages suffered by the company are currently speculated to have originated from either a major manufacturing equipment or one of the CVD machineries inside the wafer facility.
According to DRAMeXchange, a research division of TrendForce, the 2H’August NAND Flash contract prices have slid by approximately 5-10% due to the weaker than expected OEM demand and the lowered replenishment momentum resulting from the NAND Flash customers’ increased inventory.
