Memory industry took bull 2 years, each viewpoint differs first first half of the year this year tone, taiwan many heavyweight memory course of study person think, DRAM is in this year server, AI (artificial intelligence) with pen report the 3 big factors such as embarking quantity promotion are driven, still cannot see black clouds; relatively store model show memory quickly (NAND Flash)The priceDrop pressure is centered in 3D NAND Flash, 2D NAND Flash fades in beautiful light and Toshiba below, The priceStill bullish.

South Asia divisionGeneral managerLi Peiying points out in partner, this year beautiful of foreground of server application demand, PC and pen report application are held firm; The action memory of low power is seasonal change is changed somewhat, but gross is held firm, the 2nd season beforehand appraise still has small to rise space, second half of the year enters peak period of person estate stock up, in light of whole, still belong to the front. What want observation exclusively is, main big plant includes SamSung and SK the extend tendercy such as Hailishi.

Power strong president Chen Libai also thinks, demand of data center memory is driving, demand of electric contest market grows continuously, PC is held firm, the car carries will turn litre of raise on demand with AI development, beforehand appraise arrives 2020 DRAM market will Xiang Le is watched.

Look up of house of plant of memory model groupGeneral managerZhang Jia Zuo thinks, DRAM cannot see black clouds to the 3rd season this year, the biggest growing kinetic energy will come from servo implement.

Jiao Youjun of president of Hua Bang report points out, memory demanded exceeds supply last year, the client is in first half of the year this year digestInventory, at present the circumstance already was improved considerably, and second half of the year is busy season, predicting expression will excel first half of the year; Memory increases ceaselessly in new application below, future still is met 10 years dovish grow.

Flourishing grand president Wu Min is begged think, at present the price holds SLC NAND Flash firm, will push litre of flourishing into second half of the year grand battalion use is main one of kinetic energy; As to make up pattern of sling-load to show memory quickly (NOR Flash) because of flourishing grand take high quality course, can have more business opportunity; Another bruntProductRead memory only (ROM) second half of the year enters stock up peak period, battalion carry is expected excel first half of the year.