subject: The Status Of DRAM Marker After The Earthquake [print this page] The Status Of DRAM Marker After The Earthquake
The earthquake in Japan makes the supply of silicon wafer short, but it also makes the DRAM industry recover on the verge of death. Although the price of DRAM has not increased obviously, it becomes the fact that the market is becoming warm. The contract price had increased slightly in March, and it is predicated that the price will continue to grow in April of this year. In the aspect of NAND Flash, its price has grown ten percent after the earthquake. It is predicated that the price of NAND Flash will keep stable or have a little growth in April.
The price of DRAM had met the second great collapse in the forth quarter of the last year. The drawdown of the price had broken the record. This situation gave the DRAM so much pressure. Although its price trend is increasing in 2011, the outline is still not obvious. What is worse, the manufacturers in Taiwan are also in the red. The earthquake in Japan did not make the price of DRAM increase obviously in a short period, because people still worry about the short supply of silicon wafer and chemical materials. As a whole, the active influence on the DRAM is more than the negative one.
Manufacturer has not returned to work, and the electricity rationing problem continues in Japan. Therefore the supply of silicon wafer will be short in the future, although the stocks can hold the supply for one or two months. Many manufacturers of the personal computer are trying to stock up. For the manufacturers of modules, the operation in 2011 will be easier than last year, because the price of DRAM goes up from the bottom.
When it comes to the price of NAND Flash, the contract price will continue increasing. However, the situation of this industry is comparatively complex. The tablet computer, which is concerned by many people, may be full of hot air. People spoke highly of the iPad2 when it was released. The other products are hard to compete with it, unless their prices can be adjusted. If the sales of table computer are not as good as expected, the demand of NAND will reduce. Meanwhile, the consumer electronic industry will face the challenges of traditional off season in the second quarter of this year. The related integrated circuit is MSM5105http://www.seekic.com/icdata/MSM5105.html">MSM5105.
