According to memory manufacturers, their shortages do not appear to be abating and will become more pronounced next year, but industry analysts in some cases disagree. They believe that memory prices will not grow at the previous rate this year.
Image source: Micron Technology
especially, South China Morning Post Morgan Stanley quoted expert reports as saying that the current growth cycle of the memory market will enter the final stage in the fourth quarter of this year, prices will stop the same growth, and product supply will increase. Bernstein Research said that despite a 65% increase in the previous quarter, DRAM contract prices in the third quarter will only increase by 17% from the previous quarter.
Furthermore, the expansion of Chinese memory manufacturers will begin to impact the global market in some way, as they will be bolder than their foreign competitors in increasing production capacity. According to UBS forecasts, Changxin Storage will also increase its monthly processing capacity of silicon wafers with memory chips from 240 to 466,000 from the end of 2025 to the end of 2028. This will increase its share of the world market from 7% to 10% in terms of product offerings. Other analysts are also convinced that it is only a matter of time before China’s Changxin Memory becomes one of the world’s top three memory manufacturers.
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