Memory distributors have become more uncertain about demand due to the rapidly spreading coronavirus pandemic, and may adjust downward their quotes if demand turns out to be disappointing in the second half of 2020.

DRAM and NAND flash prices are facing increasing downward pressure, due to a slump in demand for consumer electronics devices,

It is not much real price drop on market now still.

Samsung Electronics Co. maintained its dominant status in the global DRAM market in the first quarter of 2020.

Samsung's market share in the global DRAM market stood at 44.1 percent in the January-March period, up 0.6 percentage point from three months earlier, while its revenue declined 3.3 percent to US$6.5 billion over the cited period.

Its local competitor SK hynix Inc. came in second with a 29.3 percent market share in the first quarter, up 0.1 percentage point from three months earlier.

U.S. chipmaker Micron Technology Inc. took third place with a 20.8 percent market share in the first quarter, down 1.5 percentage points from three months earlier.

Total DRAM production capacity is not expected to show noticeable growth this year. The growth of the DRAM industry's bit output in 2020 will be mainly driven by suppliers' 1Y-nm and 1Z-nm migrations instead of a rise in wafer starts.

Same cartel again who fixed all prices.

Nanya Technology expects DRAM contract prices to continue rising in the third quarter of 2020, as demand arising from stay-at-home economy remains robust.

Shite.

Memory spot prices particularly those for DRAM have started to rise reflecting a pick-up in buying momentum prior to China's 618 shopping festival.

Cartels

Peak smartphones coming :-)

Over the long term it'll be more demand for server DRAM (dynamic random-access memory), which Citi estimates will see compound annual growth (CAGR) of 35%, helped by cloud and MEC computing. Server DRAM applications’ share in total DRAM will jump from 24% in 2017 to 60% in 2024, they expect. Mobile DRAM‘s share is seen decelerating to CAGR of 10%, dropping to 25% by 2024 after peaking at 43% in 2017.

https://www.barrons.com/articles/the-memory-market-is-headed-for-a-boom-in-the-post-covid-19-era-51594221308?refsec=technology

Industry memory prices are expected to fall by as much as 10% in Q4 of this year.

DRAM spot market prices have rallied over 5% since last week amid speculation about Huawei building up inventory prior to new US sanctions against it.

Spot market prices for DRAM memory have rallied 10-15% so far in September 2020, according to sources at memory module houses. Huawei's aggressive chip purchases prior to new US sanctions against it have led to the spot price hikes.

All Huawei stock is 4-5 month tops according to smartphone industry info.

Spot market prices for DRAM and NAND flash memory have been rising over the past several weeks, with ASP for the former unlikely to fall in the fourth quarter of 2020, according to sources at memory module makers.

Now due to Huawei we have almost 100% proof of cartel agreement. As companies have huge piles of memory and despite it they are able to rise the price.

The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.

Inventories for notebook applications have been dragged down and are even insufficient to satisfy customer demand, Chen said.

Sales of enterprise and gaming notebooks will be better than those of consumer models in 2021. Adata expects gaming products to account for over 10% of company revenue next year, Chen said.

In reality cartel fully controlled memory prices all 2020 year. Despite cost to production significant fall they managed to keep huge profits.

The combined memory output value of South Korean vendors Samsung Electronics and SK Hynix are expected to register a sequential decrease of 9.5% in fourth-quarter 2020 after falling in the third quarter,

Such way cartel keeps margins big.