Screeech... DRAM! Weak demand hits memory-makers as they slam on CAPEX brakes – analyst
The three DRAM suppliers are scaling back production growth as memory demand falters with no sign of recovery. The DRAMeXchange research outfit has said annual DRAM capital expenditure (CAPEX) growth has gone negative for 2019 as Samsung, SK Hynix and Micron respond to weak seasonal demand in the first quarter and beyond. DRAM prices had risen for nine consecutive quarters until the last 2018 quarter, when they fell 10 per cent compared to the third quarter.
The demand outlook for PCs, servers, smartphones, and other end-consumer products is weak and the threat of a China-US trade war is not helping things. DRAMeXchange expects first quarter DRAM prices to show a 15 per cent fall, and see 10 per cent in the next, and then 5 per cent in both the third and fourth quarters, unless something positive happens, like China and the USA becoming best buddies.
The three DRAM suppliers are locked into some production output growth this year but have scaled back their CAPEX plans and reduced growth expectations as a result of the price falls.
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(Score: 3, Funny) by Gaaark on Saturday January 05 2019, @02:22AM
I think THIS year is my year to put linux on a BRAND SPANKING NEW desktop that actually has real oooomph to it. Hoping to be able to afford at least 16GB of ram.
chuckle chuckle guffaw *snort*-- shit. Just blew protein shake out my nose.
--- Please remind me if I haven't been civil to you: I'm channeling MDC. ---Gaaark 2.0 ---