All previous takes spread via the price of 9 quarters, DRAM price begins to invert to drop since the 4th season this year, the rise that ends an industry circulates. Look into next year, report of South Asia division, China state and power all just valued new applying to will turn litre of DRAM demand kinetic energy continuously, develop to next year industry not too too pessimistic look upon, and South Asia division and power just thought, price of next year DRAM will hold firm delay to drop, china state report points out to did not come 2, the crucial period of the 3 city after Ji Wei watchs an industry.
Li Peiying of general manager of South Asia branch thinks, whole DRAM development is changed to global product wisdom is quite crucial 0 component, if change demand to look with market wisdom, to DRAM demand not too pessimistic look upon, still basically must observe international condition change and seasonal element; and because the supplier is produced newly can augment is more rational, anticipate next year won’t have urgent hurriedly or problem of severe price wave motion, delay of present price case will go out to drop inside reasonable range circumstance, but meeting delay drops 1 season or 2 season, still look not to come out at present.
Zhan Dongyi of general manager of Hua Bang cable points out, include the market needs to drop in temperature inside chinese mainland, inventory adjustment state and whole world are important the environment of the market changes, it is future 2, the focal point that observation requires inside 3 season. He emphasizes, although mainland demand drops in temperature, but the market is not have mainland; only and although inventory can adjust, but adjust impossibly also forever, the company is long-term and cultivated the pyramid top client with character higher demand, the client is global, next sheet are relatively stable also.
Although economy of near future whole world is full of uncertainty, zhan Dongyi thinks, content couplet net, car is used, the domain such as industry has new applying to appear ceaselessly, the new kinetic energy that makes drive demand, not pessimistic to prospective market demand, alone future 2, the crucial period of the 3 city after Ji Wei watchs an industry.
Power strong president Chen Libai values next year DRAM to behave, he points out, although supply increases, but 3 big plants are produced can expansion is moderate, addition amount is limited; demand side, demand of next year of global data center anticipates stability grows 1 into, the mainland counts growing range of big plant of domestic data center, amount to 15-20% more possibly, include TV, high in the clouds, car to accuse with electron, labour, the domain such as content couplet net and AIoT is held to DRAM demand firm. whole, although price of next year DRAM can no more be achieved tall, but relative stability, the likelihood keeps balance or delay drops.