The Situation Of NAND Flash Is Better Than DRAM’s

Published:2011/7/8 3:15:00 Author:Li xiao na From:SeekIC

The memory industry has gotten through the hard second quarter, so we are afraid that this market can not recover so soon. It is predicated that the NAND Flash industry will recover in the third quarter, because the demand of consumer electronics will increase. However, the practitioners have different views on the DRAM market. The price reduction of has become the finality in July; some practitioners maintain that the price will stop decreasing; the other practitioners think it will continue to reduce. On the whole, the NAND Flash is better than the DRAM industry, but the good situation will not last too long.

The price reduction of DRAM has become the finality in July, and the low demand of personal computer is the most important reason. The price reduction of the DRAM would stimulate the system manufacturers to update the capacity of memory module in the past years, but they are not willing to update the capacity at this time. The practitioners of DIGITIMES maintain that the low demand of personal computer and the small capacity of the memory make the DRAM market depressed. In the aspect of processing miniature, every memory factory has its bottleneck which can not convert the relationship between supply and demand.

What is more, the personal computer stocks in European market are still in the stage of high-class consumption. The problems, such as rate of unemployment and oil price in America, the inflation in mainland of China, make the market uncertain in the third quarter. Some practitioners think that that the on reason will come in August, and the price will increase at that time. The traditional on season is still existed, but it will not as strong as before. But some practitioners do not agree with them.

The price of DRAM has not become better, and it even declines. The situation of the Taiwan DRAM manufacturers will be harder and harder. Although all the Taiwan manufacturers change the 40 NANO processing generation, its cost is 1.5 US dollars at most, which can not compete with the present price. The related integrated circuit of memory device is YTA640.

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