Memory chip market: prices rebound, industry cycle dawns

News on October 20th: Recently, the memory chip market has attracted renewed attention, mainly due to the month-on-month increase in the spot price of global memory chips, which has attracted industry attention. The price rebound in the storage market, the largest market segment in the semiconductor field, is seen as a hint that the industry cycle is about to dawn. With the third quarterly reports of various companies being disclosed one after another, whether consumer electronics chip and memory chip manufacturers will achieve quarter-on-quarter growth in the third quarter has become a hot topic in the industry.

According to the editor’s understanding, global memory chip prices have begun to rise, and international giants such as Samsung and other companies have adopted price increase strategies. This trend may stem from the steady growth in sales of mobile phones, computers and other devices. As a key component of these devices, the demand for memory chips has naturally increased accordingly.

In addition, upstream and downstream industry chains such as memory chip manufacturers and distributors also generally expect price increases. Some listed companies have been actively stocking up to cater for potential price increases. This expected trend of price increases has been reflected in the A-share market. Since the release of the report "Upstream Unprecedented Production Reduction, Storage Industry Recovers in Game", the A-share memory chip index has begun to show a steady upward trend.

However, according to the latest market research, the price increase expectations for storage products may be a bit too optimistic. Trend Force’s latest research shows that although DRAM and NAND Flash contract prices began to rise in the fourth quarter, but the increase may be lower than expected. For DRAM, contract price increases are expected to be between 3% and 8%, while NAND Flash's contract price increases range from 8% to 13%.

The above is the detailed content of Memory chip market: prices rebound, industry cycle dawns. For more information, please follow other related articles on the PHP Chinese website!