DRAM chipmaker Nanya Technology has reported revenue of NT$22.64 billion (US$808.9 million) for the second quarter of 2021. Nanya posted June revenue of NT$7.64 billion, up 0.5% sequentially and 43.6% from the same period in 2020. Revenue totaled NT$40.37 billion for the first half of 2021, rising 30.6% on year.

Criminals.

Memory module maker Adata Technology expects DRAM contract prices to register a double-digit sequential surge in the third quarter of 2021, with an over 15% rise in low-power DRAM prices.

PC and server DRAM contract prices will continue their double-digit increases in the third quarter, while prices for mobile DRAM chips will rise over 15%.

Shits.

DRAM and NAND flash contract prices are set to continue their rally but at a slower pace in the third quarter, coupled with continued correction in spot market prices. A crossover point where contract prices approach and exceed spot prices may take place in the second half of this year, the sources said.

Memory module firms had already stockpiled chips, which made a positive contribution to their profitability in the first half of 2021. However, channel sales in China were a disappointment, and have remained sluggish

Contract market prices for DRAM and NAND flash memory have both registered a modest 5-10% growth in the third quarter of 2021,

DRAM chipmaker Nanya Technology saw its revenue reach a 34-month high of NT$7.95 billion (US$285.6 million) in July 2021, while specialty DRAM and flash chipmaker Winbond Electronics' revenue hit a record high of NT$9.09 billion.

Macronix International's revenue rose 18.7% sequentially and 36.4% on year to NT$4.28 billion in July 2021. The chipmaker specializes in NOR flash and ROM memory.

Nanya disclosed its cumulative 2021 revenue through July climbed 34.9% from a year earlier to NT$48.32 billion. The July sum represents increases of 4.1% on month and about 62% on year.

A rally in chip ASPs and improvement in product mix boosted Nanya's gross margin to 42.3% in the second quarter of 2021, when net profits came to a 10-quarter high of NT$6.16 billion. EPS for the quarter arrived at NT$2.00. The DRAM chipmaker remains upbeat about its chip ASPs which will continue to rise in the third quarter.

Server DRAM prices are expected to rise 5-10% sequentially in the third quarter of 2021.

DRAM spot prices have fallen at a rapid pace in August, which may put contract prices for the fourth quarter under downward pressure.

DRAM contract prices will post a larger-than-expected drop in the fourth quarter of 2021, as spot prices have been fluctuating widely

Spot market prices for mainstream DDR4 DRAM memory have been falling since October

Considering a new PC for editing.

At the moment no local dealer has DDR5 DIMMs. And basically no one has graphics cards either.

DRAM and NAND flash contract prices are likely to rally sooner than previously expected, due to supply-side constraints arising from COVID-19 induced lockdowns in China, according to industry sources.

DDR5 memory has started to plummet in price. Moreover, the drop is very significant - in some cases we are talking about reducing the cost by 80% at once.

According to a recent report by analysts from TrendForce, global sales in the DRAM memory market in the first quarter sank by 4.0% and amounted to $24.03 billion. Experts attribute this to rising inflation, geopolitical instability, and weakening demand for these products. The outlook for the future is also pessimistic.

Due to lower contract prices, profit forecasts for Samsung and SK hynix and Micron were cut by 48%, 39% and 40.1%, respectively. Given the current market transition to the production of DDR5 memory and the high demand for these products, the new profit forecasts of these manufacturers may be revised, but in a positive direction.