The three major memory chip manufacturers have announced that they will increase prices by about 7%-8%!

[Mobile China News]Recently, Mobile China noticed that the research organization CINNO Research stated that memory DRAM prices have entered a long period of loss-making recession due to the original manufacturers. There is now a consensus that they cannot fall any further. Facing the key In the traditional peak season of the third quarter, the three major OEMs are all trying to boost DRAM contract prices for next quarter. Although there are still concerns about inventory and terminal demand not seeing a significant recovery, entering a tug-of-war means that the industry has bottomed out and is expected to recover.

Not long ago, the memory chip giant Micron released its latest financial report data from March to May. This Micron financial report released some indicators and information related to the memory chip industry, including its views on memory prices and inventory adjustments.

Some analysts believe that the memory decline cycle has reached the bottom, and the market has recently reported that the original manufacturers plan to increase DRAM prices in the next quarter. At the same time, industry insiders said that the three major original manufacturers currently want to increase contract prices by 7-8%, but they are still in a tug-of-war at the end of the quarter. The situations faced by individual manufacturers are different. If the downstream's own inventory level is still high, whether they will take over remains to be seen.

During the 618 promotion this year, Mobile China noticed that the price of a 16GB (8GB×2) DDR4 3200 frequency memory stick for PC was less than 150 yuan, such as the products of brands such as Jinbaida and ADATA. However, the price in the market has stabilized. It is reported that the price of DRAM used in smartphones and PCs has stopped falling, mainly because the memory manufacturers have reduced production, resulting in a reduction in market inventory.

Currently, in May 2023, the wholesale price of DDR4 8GB is about US$1.48 per unit, roughly the same as in April 2023, ending a 12-month decline. At the same time, the price of smaller 4GB products is about US$1.1 per unit, which is also the same as in April 2023.

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