The supply and demand change of the fire of the sea and the RAM

Spot prices for international dram grains have soared today, according to industry insiders, mainly because of the great fire in the company's factory in Wuxi, Jiangsu, causing the market to worry about future supply shortages.

September 5 The latest data show that the international DRAM memory grain spot prices soared today, and drive flash prices rose.

Set state science and technology, the professional web site shows that DDR3 2Gb 256mx8 ett specifications of memory particles today has reached 1.698 U.S. dollars, the rise of 17.84%;DDR3 2Gb 256mx8 MHz specification memory particles up to 1333 2Gb 256MX8 1600MHz Specifications To increase the range is up to 19.33%. The increase in memory particles also led to the increase in flash grain prices.

The surge in DRAM prices has intensified. Supply, along with 2008 years after the price continued to fall, Strange dream Tatsu, Seoul and other DRAM manufacturers have been bankrupt, in the past two years, the market share has been further to Samsung and the sea, is expected to 2014 DRAM wafer capacity will decline in DRAM18-inch wafer factory new, 12-inch will not have new wafer capacity. In terms of demand, the demand for mobile DRAM has boosted demand for DRAM in the non-PC sector, along with a big increase in smartphones.

According to statistics, the company has 150,000 PCs/month DRAM chip manufacturing capacity, about 13% of the world's PC memory supply, mobile phone and other mobile terminal memory supply of about 7%, if the fire caused a total shutdown of the factory more than one months, it may trigger the global memory market supply serious tension. From the sharp rise in spot prices today, the full resumption of the company's factory may have to wait for some time, as the Wuxi factory supplier of the sea too semiconductor in shipments or decreased, but fortunately, the company promised to give the sea too semiconductor 35 million to 40 million U.S. dollars per year pre-tax profit protection.

At present, a A-share company in the Great Wall Development has the production of memory of the perfect SMT, testing, assembly and other technological processes, has become a Kingston Asia-Pacific EMS manufacturers, the current output of Kingston production of nearly 50%, and has been through Kingston three major customers HP (22.12,-0.15,- 0.67%, Dell (13.82, 0.01, 0.11%), Acer Direct certification. NETAC technology to data storage as the core, with flash disk, flash applications and mobile storage in the field of a number of basic and core invention patents.