Supply-side uncertainty arising from a recent power outage at Micron Technology's DRAM fab in Taiwan is prompting memory module houses to stop taking new orders and adopt a wait-and-see attitude, according to industry sources.

Here we go again, this guys regularly do something if they feel prices pressure.

Spot market prices for DRAM memory have surged recently and reached levels that are over 20% higher than contract market prices, according to sources at memory module houses.

DRAM contract market prices have risen 5-10% in the first quarter of 2021, and will continue their rally in the second quarter, according to sources at memory module makers.

GDDR makers want to get their cut from huge profits GPU makers are getting

Actually AMD and Nvidia usually sell to manufacturers both GPU + set of memory chips, such way they become intermediary who started to get huge profits for nothing.

According to the resource MyDrivers, prices will rise for both GDDR6 memory and GDDR5 memory, which are distributed in many video cards of different generations. Already at the beginning of this quarter, prices for video cards were increased by manufacturers due to the rise in prices for memory chips, and after the Chinese New Year holidays, which will end on February 17, the price increase will be felt on a wide range of graphics cards.

DRAM contract prices are set to continue rising in the second quarter of 2021, according to Nanya Technology, which has reported sequential and on-year increases in February revenue.

Cartel works again in full now.

Memory module house Adata Technology expects shortages of DRAM memory to become severe in the second quarter, thanks to robust demand for notebooks, handsets and data centers, and a pick-up in demand for automotive electronics applications. DRAM prices have been rising and will rise at a faster pace in the second >quarter, Adata said.

Over the month, the cost of DDR4 chips increased by 7% at once, and DDR2 - by 10%. As for SSDs, their price by the end of the second quarter of 2021 increased by 5%, this is the corporate sector. Custom SSDs are up 8% more expensive.

ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are both looking to ramp up their chip output with substantial production yield rate improvements this year, and may start contributing meaningfully to the global memory industry.

They are our only hope...

PC DRAM contract prices, which has grown 3-8% in the first quarter, are forecast to register another sequential growth of 13-18% in the second quarter.

Major DRAM chip vendors remain conservative about building additional output resulting in limited growth in the global bit supply.

Shitty cartel again.

Contract market prices for PC- and server-use DRAM memory will rise about 10% in May alone.

DRAM contract prices are expected to grow 10-15% sequentially in the third quarter after an over 20% rally in the prior quarter, while growth in NOR flash prices will also decelerate in the second half of this year.

DRAM contract prices will rise by a slower 3-8% rate in the third quarter after registering a 18-23% rally in the second quarter.

Samsung Electronics and SK Hynix will see their combined sales of memory products (mainly DRAM and NAND flash chips) increase 16.7% sequentially to KRW26 trillion (US$23.3 billion) in the second quarter of 2021, buoyed by rising chip ASPs

Just morons.