Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens Wu Yanzu and OC_Formula for the clue delivery! CTOnews.com, August 18, according to a report in Taiwan's Industrial and Commercial Times today, Samsung has ordered a moratorium on the price of the sixth-generation V-NAND mature process for memory chips, and shipments of those below $1.60 (currently about 12 yuan) will be completely suspended.

It is reported that two major manufacturers have confirmed the news, and said that "the previous product 1.45-1.48 U.S. dollars (CTOnews.com Note: the current about 10.56-10.78 yuan) low price, the future will not appear again", which means that the price of memory chips is about to usher in a comprehensive price increase, and the cost will continue to fall on consumers.

It is reported that under the upward trend of NAND Flash, many factories that provide storage solutions have recently announced the suspension of quotations and orders, and announced that they will cooperate with the original factory to increase the price by 8%. At present, the trend of price increase in the industry is becoming more and more clear, while the price of NAND is gradually moving closer to the manufacturing cost line.

Recently, there are many rumors of NAND price increase, and many small and medium-sized customers plan to take advantage of the price increase and then pull low prices to hoard goods. As Samsung's original factory continues to reduce production, memory chip module manufacturers also cooperate with the price increase, helping to promote OEM customers to restart stock, from the recent signals released by the memory chip industry, the industry is indeed close to the bottom of the signs.

It is reported that the closed test plant "Nanmao" clearly pointed out in the outlook for the second half of 2023 that DRAM orders will be warmed up, NAND module factories will also resume production one after another, and the production of series components in 2024 is expected to enter the recovery cycle. Huirong Technology, a designer of memory chip control IC, has previously pointed out that its revenue in the third quarter is expected to grow 15% Mur20% month-on-month, while gross profit margin will remain steady.

CTOnews.com reported the day before yesterday that Samsung plans to suspend the production of NAND flash memory in some factories due to the business downturn. The production line focuses on 128-layer stacked sixth-generation V-NAND mature process products. However, Taiwanese media also pointed out that short-term shipments of memory chips are expected to rebound, mainly because Apple will release the iPhone 15 series of phones this fall.

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