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Capitalism: Planning and DRAM
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  • More good news

    DRAM contract prices are set to fall nearly 20% sequentially in the first quarter of 2019, according to DRAMeXchange, which estimated previously a smaller 15% price decrease.

  • Major chip suppliers, including Samsung Electronics, Micron Technology, Toshiba and SK Hynix, which had been competing for Apple's orders for DRAM+NAND flash chips used in iPhone XS Max, are now worried about how to keep their memory production capacity occupied.

    But they fight hard to not allow price reductions :-) Despite profits are now comparable to selling drugs.

  • Contract prices for PC DRAM memory are expected to decrease by up to 25% sequentially in the first quarter followed by another drop of up to 15% in the second quarter, while prices for server DRAM chips will fall nearly 30% in the first quarter and 15% in the second, DRAMeXchange indicated.

  • Samsung Electronics, SK Hynix and Micron Technology - saw their combined DRAM and flash memory revenues drop 18% sequentially and 26% from a year earlier in the fourth quarter of 2018 due to seasonality and decreasing prices.

    Their combined revenues from DRAM slipped 17% sequentially and those from flash memory dropped 20% in the fourth quarter. DRAM accounted for 70% of the top-3 vendors' combined revenues in the fourth quarter, a percentage similar to that of the previous quarter.

  • DRAM contract prices for the first quarter of 2019 are likely to fall nearly 30% sequentially, according to DRAMeXchange, which estimated previously a smaller 25% decrease.

    DRAMeXchange in February already warned of a larger-than-expected sequential decline in DRAM contract prices for the current first quarter. The price tracker again revised its price outlook this quarter judging from the prices set for February.

  • DRAM memory contract prices have fallen further in March, and are expected to continue their downward trend through the second quarter indicating PC OEMs and other chip buyers continue to gain bargaining chips when negotiating prices, according to industry sources.

    Nevertheless, falls in the contract prices are expected to slow in the second quarter, said the sources. It is likely the prices will return to the levels two years ago, the sources continued.

  • DRAM ASPs are forecast to fall 15-20% sequentially in the second quarter of 2019, and drop another 10% in the third quarter. DRAMeXchange.