DRAMeXchange, a division of TrendForce, reports that demand continues to outpace supply in the server DRAM market. In this first quarter, memory suppliers saw their shipment fulfillment rates dropped for different groups of clients. The fulfillment rate for long-term agreement (LTA) orders was 80% on average, while fulfillment rates for orders from Chinese and Taiwanese ODMs fell to the 60% level. Due to the persistent undersupply, DRAMeXchange further projects that the global average sales price (ASP) of server DRAM will increase by more than 10% between the first and second quarter.
The global market for breast cancer drugs is growing steadily due to rising patient population, introduction of new drugs and sales growth of Perjeta and Kadcyla. The latest biotechnology market report from TrendForce states that the global market scale of breast cancer drugs reached US$11.97 billion in 2016 and is forecast to expand at a CAGR of 9.3% to US$22.35 billion in 2023.
DRAMeXchange, a division of TrendForce, reports the general price increase in the PC DRAM market is growing larger than anticipated as the already tight supply situation is compounded by quality problems with products made on the leading-edge processes. Based on a preliminary survey of completed contracts for the second quarter, DRAMeXchange estimates that the average contract price of 4GB DDR4 modules will go up by about 12.5% compared with the first quarter, from US$24 to around US$27.