Memory chip price soared 15% in 1 week(electronics manufacturing expo news)

20 Jul 2019

According to foreign media reports, the spot price of memory chips rose for the first time this year, indicating that as trade electronics manufacturing expo disputes between South Korea and Japan continue, there is a “warning warning” sign in the field that is “unprecedented”. Supply disruptions can become a reality.

The DRAM chip industry has been plagued by oversupply and weak demand in the past, but its price has soared 15% in a week. Japan has tightened export restrictions on various Korean chip manufacturing materials, and South Korea is the headquarters of Samsung and SK Hynix, the world's two largest memory chip manufacturers.

Need to clarify that the industry tracking company DRAMeXchange shows that the price of memory chips is rising in the spot market, because most major electronics manufacturing expo technology companies are purchasing through medium- and long-term contracts, and the spot market accounts for less than ten in the memory chip field. One of the points.

Several industry insiders said that in this context, major customers such as iPhone maker Apple have not yet begun to hoard memory chips, but the soaring price has begun to exacerbate concerns that Japan's production restrictions will soon affect global supply.

Bernstein analyst Mark Newman said: "If Japan's export restrictions continue, the price of memory chips will rise like never before, because 75% of DRAM and 45% of NAND's global output are at risk, after all, South Korea is in these electronics manufacturing expo Memory chip supply dominates."

A source from a Korean chip maker said that customers are "keeping the situation closely", but "the demand is still taking place because demand is still weak."

Samsung and SK Hynix declined to comment. But a spokesperson for the Sony subsidiary Vaio said: "If this impact becomes a reality, we will need a contingency plan, including the option to find alternative chip suppliers outside of Korea." But the spokesperson said that the Japanese computer manufacturer's business Has not been affected.

TSMC, the world's largest contract chip maker, has issued a electronics manufacturing expo warning that Japan's high-tech material export restrictions will be the "maximum uncertainty factor" affecting fourth-quarter results.

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