Analysts DRAMeXchange note the continued rise in prices for memory (DRAM). The supply situation may worsen in the second half of the year due to the seasonal factor and the suspension of one of the key plants.
According to DRAMeXchange, in the first quarter of 2017, RAM modules for personal computers increased by an average of 40% compared to the previous three months - to $ 24 (contract price). In the second quarter, the cost rose by another 10%, to $ 27. In July, compared with June, the increase in prices was 4.6%.
"The DRAM market will enter the busy season in the second half of the year with a deficit caused by the temporary shutdown of the N2 plant owned by Micron Technology Taiwan (MTTW)," said DRAMeXchange Research Director Avril Wu,.
MTTW worked under the name Inotera until the moment the latter acquired Micron. The plant N2 in Taiwan was heavily contaminated in July as a result of a malfunctioning gas equipment. Production at this plant was stopped for two weeks for cleaning works. The object returned to its previous work in mid-July.
As a result of the incident, about 50,000 plates with DRAM-memory chips were unsuitable at the enterprise. This loss, of course, will exacerbate the situation in the second half of the year, when there is already a shortage of products, the analytical report says..
At the same time, MTTW makes every effort to compensate for the lost quantity of products. On how much the company will succeed, will depend on the volume of supply in the market in September 2017.
According to IC Insights, from the third quarter of last year to mid-2017, the ASP (average selling price) for the DRAM segment increased by an average of 16.8%.
The rise in price of microcircuits is facilitated by the continuing shortage of supplies. IC Insights believes that shipments of DRAM-memory in 2017 will be reduced. Chipmeykers themselves are also preparing to worsen the situation.
So, the leadership of Nanya Technology, Taiwanese company, which is the fourth-largest producer of DRAM-chips after Samsung Electronics, SK Hynix and Micron, predicts the continued deficit of chips in the second half of the year.