From January to February 2020, DRAM prices stopped falling and warmed up, and various research and securities institutions are generally bullish on DRAM prices in the first and second quarters Since the second half of 2018,
vilsion, Mar, 27, 2020
— From January to February 2020, DRAM prices stopped falling and warmed up, and various research and securities institutions are generally bullish on DRAM prices in the first and second quarters. Since the second half of 2018, DRAM has experienced more than one year of decline. At this stage, while the market holds price expectations, the DRAM industry is also facing the uncertain impact of the global new crown pneumonia epidemic.
First-quarter rebound
After more than a year of downturn, in the first quarter of this year, standard DRAMs (mainly used in PC and other applications) and niche DRAMs (for consumer and custom markets) stopped falling and stabilized, and prices rose s...
As early as 2005, Intel and Micron established a joint venture IMFT (Intel-Micron Flash Technologies) for the development and production of flash memory chips Intel s Optane product line is based on its co-developed 3D XPoint
vilsion, Mar, 20, 2020
— As early as 2005, Intel and Micron established a joint venture IMFT (Intel-Micron Flash Technologies) for the development and production of flash memory chips. Intel's Optane product line is based on its co-developed 3D XPoint. With high speed, high durability, ultra-low latency and other features, it has become popular in the enterprise market and even created non-volatile DDR. RAM.
However, due to technical differences, Intel ended its partnership with Micron on NAND Flash and 3D XPoint in 2018, and sold its share of the IMFT factory in Lehi, Utah, to Micron. The 3D XPoint memory for Optane was transferred to Intel's Fab 68 factory in Dalian, China, for production.
Ho...
TrendForce: At present, memory factories in China are operating normally, and the epidemic has not caused supply problems
vilsion, Apr, 03, 2020
— TrendForce: At present, memory factories in China are operating normally, and the epidemic has not caused supply problems
In response to the impact of the epidemic on the global memory industry, a DRAMeXchange survey indicates that no DRAM and NAND Flash factories in China are currently partially or fully shut down, which means that the production volume will be short-term. Will not be affected. In addition, the contract price of the first quarter has been negotiated and completed. Therefore, the consulting firm maintains its forecast of a slight increase in the contract prices of DRAM and NAND Flash in the first quarter.
From the perspective of DRAM supply, Changxin Storage, ...
