Reported 9 months ago
According to South Korean media reports, Samsung Electronics has informed major clients such as Dell, HPE, etc., that they will raise prices of server DRAM and enterprise-grade NAND flash memory by 15-20% in the third quarter. This move is seen as an attempt to boost the current slightly weak spot market price before the peak season of the electronics industry in the third quarter. However, the actual transaction prices under contract still depend on market supply and demand. With Samsung's leading market share in global DRAM and NAND Flash in 2023, the industry expects the AI trend to drive server demand in the latter half of the year. Despite the memory price increase, the spot market for DRAM remains weak, influenced by the shift of Samsung's production capacity to high-bandwidth memory (HBM) products. The recent fire incident at a Micron facility in Taichung did not have a significant impact on spot prices. PCB manufacturers are actively exploring the semiconductor testing board market for satellite communication components, showing a positive trend.
Source: YAHOO