Research Reports

Global Mobile DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Smartphones

PDF

According to DRAMeXchange, a division of global research firm TrendForce, as a result of the fire at SK Hynix’s Wuxi fab, the mobile DRAM price downtrend eased. Mobile memory revenue reached US$3.3 billion in 3Q, a 14% QoQ increase. Mobile DRAM accounted for more than 30% of total DRAM revenue and will continue to rise as mobile shipments increase...

Global DRAM Industry Analysis and Outlook-4Q13

2013/11/29

DRAM , Notebook Computers , Smartphones +1

PDF

According to DRAMeXchange, a division of global research firm TrendForce, initial DRAM price trend projections for the second half of 2013 were gloomy, but the September fire at SK Hynix’s Wuxi fab temporarily resulted in severe supply shortage. Spot prices increased by 40% with DDR3 2Gb hitting US$2, while contract price reached a high of US$34. However, as SK Hynix and Samsung both increased production in the wake of the fire, the price uptrend that resulted from the incident has already been suppressed, and the contract price trend is expected to stay flat or decrease slightly in the fourth quarter...