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As a result of strong smartphone growth, mobile DRAM has the highest production ratio in the global DRAM industry, edging out commodity DRAM. With less supply, commodity DRAM has become the most profitable product category and contract prices were on the rise in the second quarter. Global DRAM industry value reached US$10.8 billion in the second quarter, a 9% QoQ increase. Looking at profits, of the three major DRAM makers, Samsung had the best performance with an operating margin of 39%, while SK Hynix was close behind with 38%. Inotera, part of the Micron group, had the highest operating margin of all DRAM manufacturers, at 55%. With the oligopoly and tight supply, a decline in DRAM prices would have been difficult. TrendForce forecasts DRAM industry value will reach US$46.8 billion in 2014, a 36% YoY increase...
Specialty DRAM prices have remained in an uptrend in August, and showed an...
The average 16GB server DIMM prices grew by a slight...
An increasing number of DRAM manufacturers are planning to expand their capacity in 4Q14 as a means to handle the market’s continuously...
The global NAND flash market is expected to grow 9% in 2015 on the back of demand from mobile devices, SSDs for laptops and common Datacenter applications, according to DRAMeXchange...
The prices for UFD and memory card components did not rise in the retail market despite the arrival of the traditional peak season, according to DRAMeXchange, the memory and storage research division of TrendForce....
The contract prices for 1H'August have yet to be announced, according to DRAMeXchange, the memory and storage research division of TrendForce...
Prices for DRAM components grew steadily started in the beginning of second quarter due to the absence of capacity expansions in the industry, the growing obstacles faced by suppliers transitioning towards 2xnm manufacturing technology, and the anticipation towards the impending peak quarters...
The eased price drops in the NAND Flash market and growing OEM demands at the end of May have provided a much needed boost to the branded suppliers’ Q2 revenues, which increased by an estimated 5.6% QoQ to US$ 7.649 billion, according to Sean Yang, the Assistant Vice President of DRAMeXchange...
According to DRAMeXchange, a division of global research firm TrendForce, global mobile DRAM revenue amounted to US$3.3 billion in the second quarter, accounting for 31% of DRAM industry value, a slight increase over 29% in the first quarter...
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