On September 10, it was reported that some time ago, many memory modules were going to be reduced in price, which made many consumers preparing to install a new computer very happy. However, the latest report shows that semiconductor giants such as Samsung Electronics and Hynix have deliberately postponed their capacity expansion plans to avoid oversupply and keep DRAM memory and NAND flash memory at a high price.
According to the latest report of Digitimes Research, the global capacity growth of DRAM and NAND is less than 30% this year, but not even 10% in 2019. In 2018, the world's DRAM capacity reached a record high, worth about $100 billion. One of the major reasons is the surge in demand for DRAM memory from servers. This year, the growth rate of global server shipments is about 15%, and the memory capacity of a single server will also increase.
According to the report, server memory accounts for more and more of the DRAMs produced by Hynix and Micron this year, of which Hynix has already accounted for more than one third. In order to obtain more profits, these manufacturers will have fierce competition in the server field. As for the memory of desktop platform, the giants certainly hope to maintain the high price, so the party had better not wait, buy early and enjoy early.
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