According to DRAMeXchange, a division of global research firm TrendForce, although the fire at SK Hynix’s plant in the fourth quarter of 2013 resulted in a decrease in DRAM output, the reduced supply caused DRAM ASP to rise, pushing DRAM industry value to US$9.75 billion, a 5% QoQ increase. Furthermore, the top two DRAM suppliers both saw an increase in profits, with differences attributed to the amount of commodity DRAM production each manufacturer produced.
EnergyTrend, a research division of TrendForce, indicates that although the Chinese Ministry of Commerce (MOFCOM) proclaimed that Europe’s solar-grade poly imports counted as “product dumping” and it caused substantial damages to Chinese poly industry, the Chinese government decided not to impose anti-dumping tariff on European poly imports. EnergyTrend believes that this will help European manufacturers to maintain their market share in the Chinese market in 2014. It can also give pressures to the ongoing USA-China trade war.