最近内存价格跌的着实有点狠,想上车的用户都上车了吗?
对于最近内存价格雪崩的状况,SK海力士公开表示,CPU供应不足、库存积压引发了DRAM价格下跌,随着买家库存消化,预计需求将回升。过度竞争导致NAND价格急跌,预计价格进一步下降将有助于需求回升。
为了改善市场的需求关系,最大限度的维持企业利润,三巨头纷纷下调2019投资预算,将NAND flash增长率下调,平泽工厂的产能也一再被压缩,镁光也将2019年的105亿美元的投资预算降低为90亿美元。
无锡SK海力士二工厂将于4月18日迎来竣工投产。SK海力士二工厂项目2017年6月正式开工,将于本18日正式举行竣工仪式,总投资86亿美元。竣工后主要用于生产先进的10nm级DRAM技术,预估每月可生产18万片12英寸Wafer,足以可见,库存已经消耗殆尽,上游厂商已经开始扩充产能。
需要注意的是,随着5G时代的来临,内存的需求消耗已经开始增加,所以后续价格上涨也是大概率事件。
Cisco 100-105 Real Questions Answers : Interconnecting Cisco Networking Devices Part 1 (ICND1 v3.0)
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