Memory super cycle may last longer this time, given the rise in spot movements
이 글자크기로 변경됩니다.
(예시) 가장 빠른 뉴스가 있고 다양한 정보, 쌍방향 소통이 숨쉬는 다음뉴스를 만나보세요. 다음뉴스는 국내외 주요이슈와 실시간 속보, 문화생활 및 다양한 분야의 뉴스를 입체적으로 전달하고 있습니다.
The DRAMeXchange index (DXI) hit a fresh high of 33,748.46 on Feb.26, up 3.26 percent from the previous day, according to the Taiwanese market tracker DRAMeXchange. DXI, a gauge for DRAM memory chip industry’s outlook, has been on upward spiral since 16,898 low in August last year.
The index peaked at 29,735 in early 2018 during last super cycle – where both demand and prices rise - panned out from late 2016.
Based on the outlook, NAND flash memory prices are expected to start rebounding from the second quarter.
Market watchers bet that the new DRAM boom cycle would continue for a longer period of time than three years ago because of the surging demand for IT devices amid Covid-19. The conservative capex of the world’s three biggest memory chip makers – Samsung Electronics, SK Hynix and Micron also signals a long-stretched super cycle.
DRAMeXchange’s parent company TrendForce predicted in its latest report that server DRAM prices would rise 10 percent to 15 percent in the second quarter and 40 percent by the end of this year. It was an upward revision from its previous estimation of 8 percent to 13 percent price hikes for the second quarter.
NAND flash memory prices are also expected to pick up as early as the first quarter or in the latter half at the latest, industry watchers believe. Han Jin-man, senior vice president at Samsung Electronics’ memory business division, said at the company’s investors’ forum last year that DRAM demand is projected to increase 10 percent to 20 percent in 2021 compared to the previous year and NAND flash 30 percent to 35 percent.
[ⓒ Maeil Business Newspaper & mk.co.kr, All rights reserved]
Copyright © 매일경제 & mk.co.kr. 무단 전재, 재배포 및 AI학습 이용 금지
- Seoul packages $17 billion Covid-19 aid in first budgetary increase this year - Pulse by Maeil Business News Korea
- Samsung C&T scores $2 bn LNG expansion contract from QP - Pulse by Maeil Business News Korea
- Thriving food delivery market in Korea surges by 80% to $15.5 bn last year - Pulse by Maeil Business News Korea
- NPS may have to exit by another $14 bn from local stock market this year - Pulse by Maeil Business News Korea
- Hyundai Motor ties up with SK on hydrogen, initiates first overseas fuel cell project - Pulse by Maeil Business News Korea
- 강경준, 상간남 피소…사랑꾼 이미지 타격 [MK픽] - 스타투데이
- 효성그룹 또다시…형제의 난 ‘스멀스멀’
- ‘지역비하’ 피식대학, 구독자 300만 붕괴…20만 명 등 돌렸다(종합)[MK★이슈] - MK스포츠
- 이찬원, 이태원 참사에 "노래 못해요" 했다가 봉변 당했다 - 스타투데이
- 양희은·양희경 자매, 오늘(4일) 모친상 - 스타투데이