DRAM continues to fall by 20%, and DRAM plant Q4 operation burst

DRAMeXchange, a research division of Trendforce, said that due to weak terminal demand in the fourth quarter, it is expected that contract prices in the fourth quarter will fall by 20% from the third quarter, and the profitability of DRAM plants in the fourth quarter will be lower than in the first half of the year.

According to the DRAMeXchange survey, the contract price continued to fall in early September. The average price of the DDR3 2GB module fell from US$40 to US$36, a decline of 10%, the largest single decline in a year, and the DDR2 module contract price was also affected by DDR3. 2.8%, came to the 35 dollar price.

Observed from the market supply and demand situation, as the terminal market sales in the second half of the year were not as expected, PC makers have revised down the shipment figures. The PC growth rate in the second half of the year was revised down from the previous optimistic estimate of 10% to less than 1%, plus DRAM plants. Under the pressure of inventory and sales, we began to lower prices and sell for goods. The contract price in the third quarter fell by nearly 13% compared with the second quarter. The contract price in the fourth quarter is expected to continue falling by 20%. In December, the DDR3 1Gb particle will see a price of $1.50. The profitability of DRAM makers in the fourth quarter will be lower than in the first half of the year.

In the first half of this year, Taiwan’s four DRAM plants only profited from Powerchip (5346), and Powerchip (5346) made a fortune in the first half of the year; as for the Formosa Plastics Group’s Nanke (2408) and Inacore (3474), In the second half of the year, despite the gradual release of production capacity, DRAM prices gradually declined, making the operational outbreak expected to be frustrated in the second half of the year. Nanke (2408) and Chinaa Branch (3474) are still facing challenges in this year.