Land IC is homebred the DRAM that change / … I still have 3 years of good conditions
Formal hold a memorial ceremony for gives war of the trade in the United States detailed list of impose custom duty, in science and technologyProductIn, the United States appeals to to China beg 2025 achieve self-sufficient rate project to be held back strongly, think to will let chinese mainland develop DRAM difficulty to promote commonly, DRAM industry still is in few 3 years to take an aspect in future at least, to division of station plant South Asia, Hua Bang report, Li Jing, hard gold is achieved, the memory such as division of brilliant a person of extraordinary powers a group of things with common features group bring openly benefit.
Nevertheless, chinese mainland already hold a memorial ceremony for goes out in the light of SamSung, SK the 3 big DRAM such as Hailishi and beautiful light undertake antitrustInvestigation, the hope breaks 3 companies to be moved continuously go up memoryThe priceReach control supply, industry of semiconductor of depressive chinese mainland grows, thisInvestigationWhether can future force 3 big plants degenerative, put delay to go up moderately, small even depreciate, it is the near future may bring about DRAMThe priceAnswer the main index of archives, be worth to pay close attention to closely.
But from the commerce in the United States big fight develops, circumstances is at present right DRAM industry, the front still over negative interference.
Ministry of career of semiconductor of SamSung of global memory bibcock pointed out when putting forward the 2nd season to look into a few days ago, memory career is expected to maintain strong performance in the 2nd season, nevertheless, this season NAND quote will appear fatigued and weak, but servo implement, action DRAM demand will add is strong, and order of DRAM of mainstream high capacity also will go tall.
Beautiful light and SamSung also hold same view, think to trade on line of indebted company level, drive oneself, big data of high in the clouds, net is connected, the 6 big fields such as net of couplet of operation unit, content are powerful to memory demand, supply carries amplitude finite however, memory market still is met this year healthy and dovish, among them DRAM price can be held arrive firmly 2020.
Watch NAND Flash instead, criterion because of main big plant is advanced to 3D NAND Flash andFine leads promotion, this season price falls situation deepen, nevertheless as next season main mobile phoneBrandThe factory enters stock up peak period, course of study person anticipate the price will stop drop, meet small go up even raise.
The factory includes Taiwan memory report of South Asia division, China state, flourishing grand He Lijing, this year when shareholder regular meeting hopeful also look upon is behaved this year. South Asia division thinks, at present the mainland develops DRAM to had not seen clear effect, short-term still do not haveThe marketInterference, DRAM industry still is met this year dovish grow.