Semiconductor Prices 'Soar'... "Server DRAM Prices to Rise 10-15% in Q2"

[Asia Economy Reporter Jeong Hyunjin] Amid the unusual rise in semiconductor prices, it is forecasted that server DRAM prices will increase by 10-15% in the second quarter of this year.

On the 26th, Taiwanese semiconductor market research firm TrendForce revised its forecast for the second-quarter increase in server DRAM prices from the initially expected 8-13% to 10-15% in a report. TrendForce stated, "Typically, server shipments increase in the second quarter, causing a surge in demand," and added, "Some transactions may see price hikes of up to 20%."

According to TrendForce's research, since the third quarter of last year, the production capacity of server DRAM by DRAM suppliers has dropped to about 30% of total production capacity. This is because, in the second half of last year, while server DRAM inventories increased, demand for DRAM used in smartphones, PCs, and game consoles rose, leading DRAM suppliers to increase production for these products.

TrendForce noted, "After DRAM prices bottomed out at the end of last year, server companies' inventories have stabilized," and forecasted, "With DRAM suppliers being cautious about increasing production this year, server DRAM shipments will maintain high demand until the third quarter. Server DRAM prices are expected to rise by more than 40% throughout the year."

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