真乄科技業的頂尖投資團隊

Figure 1
Throughout 2017, DRAM manufacturers faced pressure to boost output of their devices—particularly high-performance DRAM used in data center servers, and low-power high-density DRAM used in smartphones and other mobile products. Strong, ongoing demand put significant upward pressure on DRAM average selling prices.  This trend continued into 4Q17 and is expected to drive quarterly DRAM sales to an all time high mark of $21.1 billion (Figure 1), capping an incredible year of growth in which DRAM sales set a new all time high sales mark each quarter. The forecast $21.1 billion sales level in 4Q17 would be an increase of 65% compared to the $12.8 billion DRAM market of 4Q16.

三星電子(Samsung Electronics)連續24年蟬聯全球DRAM存儲器半導體市佔率第一，為半導體產業寫下新歷史；2015年市佔率達45.3%，營收突破200億美元，不但刷新自身紀錄，也成為存儲器價格持續下跌聲中，唯一還能獲利的業者。
 

記憶體產業整合，外界本以為三大廠能和平共存，坐享更高獲利，沒想到三星電子趁著對手SK海力士(SK Hynix)、美光(Micron)轉進20奈米不順之際，增產搶市佔，意圖趕盡殺絕。Bernstein Research悲觀預測，三星下手太狠，DRAM恐怕只剩三星一家獨活。
 

Source:DRAMeXchange 

NAND Flash市場需求成長快速，然而價格滑落也同樣迅速。  
NAND Flash市場受到移動裝置等需求增加帶動，出現迅速成長，然而價格滑落的速度也和出貨成長同樣迅速。要在市場上生存，主要製造廠之間的生產效能競爭將漸趨激烈。
韓聯社引用HIS iSuppli資料預估，全球NAND Flash出貨量在2013~2018年期間，年平均增加41.8%。

 

1130 DRAM-Flash-SSD- Card- Gold market price
DRAM -　DDR3 inquiries were concentrated in some branded modules, but most buyers were still unwilling to raise their target prices.　Hence, the trading volume was still quite limited. Moreover, the chip quotations continued dropping slightly.　As for DDR2, there were only few transactions appeared on low end 1GB parts, and overall price did not fluctuate much.　
　　　　　　　
FLASH -　Overall buying momentum was obviously depressed, and buyers’ willingness to purchase was also passive.　As the target prices were all lower than market quotations, the transaction status maintained sluggish.　Finally, overall price remained downtrend.

1123 DRAM-Flash-SSD- Card- Gold market price
DRAM -　DDR3 inquiries were concentrated in some branded modules, but most buyers were still unwilling to raise their target prices.　Hence, the trading volume was still quite limited. Moreover, the chip quotations continued dropping slightly.　As for DDR2, there were only few transactions appeared on low end 1GB parts, and overall price did not fluctuate much.　
　　　　　　　
FLASH -　Overall buying momentum was obviously depressed, and buyers’ willingness to purchase was also passive.　As the target prices were all lower than market quotations, the transaction status maintained sluggish.　Finally, overall price remained downtrend.

    
1102 DRAM-Flash-SSD- Card- Gold market price 
DRAM -　DDR3 inquiries were concentrated in some branded modules, but most buyers were still unwilling to raise their target prices.　Hence, the trading volume was still quite limited. Moreover, the chip quotations continued dropping slightly.　As for DDR2, there were only few transactions appeared on low end 1GB parts, and overall price did not fluctuate much.　
　　　　　　　
FLASH -　Overall buying momentum was obviously depressed, and buyers’ willingness to purchase was also passive.　As the target prices were all lower than market quotations, the transaction status maintained sluggish.　Finally, overall price remained downtrend.

1005 DRAM-Flash-SSD- Card- Gold market price 
DRAM -　DDR3 inquiries were concentrated in some branded modules, but most buyers were still unwilling to raise their target prices.　Hence, the trading volume was still quite limited. Moreover, the chip quotations continued dropping slightly.　As for DDR2, there were only few transactions appeared on low end 1GB parts, and overall price did not fluctuate much.　
　　　　　　　
FLASH -　Overall buying momentum was obviously depressed, and buyers’ willingness to purchase was also passive.　As the target prices were all lower than market quotations, the transaction status maintained sluggish.　Finally, overall price remained downtrend.