DRAMeXchange - Price, Transactions, and research inside DRAM/Flash industry

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 Post subject: Re: DRAMeXchange Forum Rules
PostPosted: Tue Jul 09, 2019 6:29 pm 

Joined: Tue Jul 09, 2019 6:28 pm
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Trendforce, via its market analysis division DRAMeXchange, announced yesterday that it expected DRAM pricing to fall even more than previously estimated. The motive behind this is Huawei's ban following the US-China trade war, which will limit Huawei's ability to deliver its server and, especially, smartphone products. With companies being banned from trading with the Chinese firm, a voracious consumer of the US-tied DRAM production has just evaporated without a trace. This means increasing inventories amidst a freeze in demand due to uncertainty in the overall markets, which will obviously tip the supply-demand balance.

This has led TrendForce to officially adjust its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15% decline, with an additional 10% decline in the fourth quarter. And of course, after prices hit rock bottom, they can only go up, which is why DRAMeXchange expects prices can only increase - and DRAM manufacturers' outlook improve - come 2020. Gear up for those DRAM upgrades this year, folks.

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 Post subject: Re: DRAMeXchange Forum Rules
PostPosted: Wed Jul 10, 2019 1:25 am 

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 Post subject: Re: DRAMeXchange Forum Rules
PostPosted: Wed Jul 10, 2019 1:28 pm 

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