Monday, October 11th 2021
DRAM Prices Expected to Drop in Coming Months According to Nanya
Good news everyone, for once it looks like prices are going to be going down for something computer related, as DRAM prices are expected to drop this quarter. At least this is what Nanya Technology Corporation's president, Dr. Pei-Ing Lee told investors during the company's third quarter results announcement, last week.
Apparently the word that was used was correction, although this is meant to be taken as a drop in prices for DRAM, due to less market demand. This is tied to the shortage of various components, not just in the consumer space, but also the server, and mobile devices space, as well as the EV market. That said, Nanya is expecting continued demand for mobile and server DRAM, as well as enterprise PC's and various other consumer products, as well as SSDs. The shortfall is likely to be from EVs, digital TV and specifically Chromebooks are mentioned.
At the same time, the company is readying its first DDR5 products using a 10 nm-class node, with its pilot production being said to be on schedule. Oddly enough, Nanya seems to focus on lower capacity 8 Gbit chips, rather than the 16 Gbit chips its competitors seem to be going for. The investor presentation also mentions that the ground-breaking for its new fab has been delayed until next year, due to - at least in some part - the pandemic. That said, it seems like Nanya - just like many other tech companies - have had record profits this past quarter, with a quarter on quarter revenue increase of 5.3 percent and a year on year increase of 55.6 percent.
Sources:
Nanya, via the Register
Apparently the word that was used was correction, although this is meant to be taken as a drop in prices for DRAM, due to less market demand. This is tied to the shortage of various components, not just in the consumer space, but also the server, and mobile devices space, as well as the EV market. That said, Nanya is expecting continued demand for mobile and server DRAM, as well as enterprise PC's and various other consumer products, as well as SSDs. The shortfall is likely to be from EVs, digital TV and specifically Chromebooks are mentioned.
19 Comments on DRAM Prices Expected to Drop in Coming Months According to Nanya
Don't get me wrong. Nanya's still the biggest supplier outside of the top three. But until a giant shakeup happens in the top three, I don’t see Nanya denting the market in anyway.
1- a flood
2- power outage
3- factory fire
price go skyhigh
Its just a matter of time.
Also increased bandwidth showed consistent scalign all the way back on ryzen 2000g series iGPUs:
www.anandtech.com/show/12621/memory-scaling-zen-vega-apu-2200g-2400g-ryzen/3
On-topic:
www.bbc.com/news/world-asia-china-58866854
"Shanxi province－a top source of coal in China"
oops, sorry, different word.....
But atm I am agreeing with the flood/elect failure/fire theory....cause we surely can't have DDR4 prices heading downwards now can we ?
Actually it may dip a little for a short period of time, until supply tightens up and then production ramps down, then the prices will skyrocket to the outer rim of the universe for sure.... been there, done that with the previous generational changeovers.....