Japanese media reports that semiconductor memory has set off a wave of price increases for the first time in two and a half years.

[Mobile China News]On December 25, according to Japanese media reports, the price of DRAM rose for the first time in 2 years and 5 months in November. Signs of excess inventory have receded as memory companies whose profits have worsened, such as South Korea's Samsung Electronics and the United States' Micron Technology, have reduced production. Generally speaking, semiconductors have a “silicon cycle” in which booms and busts alternate every 3 to 4 years.

According to statistics, among the DRAM bulk transaction prices in November, the unit price of DDR4-type 8GB products was approximately US$1.65, an increase of 11% month-on-month. This is the first price increase since June 2021. At the same time, the unit price of the TLC (three-layer cell) 256GB product, an indicator product of NAND flash memory, is approximately US$1.85, an increase of 12% from the previous quarter.

In fact, since the fall of 2021, the price of semiconductor memory has shown a downward trend. As “stay-at-home demand” weakens during the epidemic, market demand for major uses such as personal computers and smartphones has gradually declined. At the same time, rising prices have restricted personal consumption capabilities, further exacerbating the plight of the semiconductor memory market.

Some analysts believe that electronic manufacturing services (EMS) companies in mainland China and Taiwan have foreseen the rise in semiconductor memory prices and have begun to purchase them first. These companies usually sign long-term supply agreements with memory manufacturers in advance to ensure stable supply.

It is understood that semiconductor memory is widely used and is mainly used in personal computers, smartphones, and server equipment in data centers. DRAM is used to store data temporarily, and NAND type flash memory is used to store data long-term.

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