Micron's price increases! Amplitude or over 20%
Among the three major storage factories that suspended the quotation after the earthquake in China, Micron became the first manufacturer to increase the Q2 quotation.
According to the Taiwan Media Electronics Times quoted relevant market personnel, Micron has proposed to most customers to increase Q2 product offers, an increase of more than 20 %. Price negotiations are still in progress.
After the Hualien earthquake in Taiwan on April 3, Micron responded that it was safe to confirm that all local employees were safe. The influence of local production and operation and supply chain is still under evaluation, and it will continue to communicate with customers. According to relevant research reports, Micron's DRAM output in Taiwan accounts for about 60%of the company's overall production capacity. At present, the impact of Micron's production operation and supply chain is still under evaluation. The Linkou Plant and Taichung Factory are important production bases of DRAM. The internal system has combined two factories into one. At present, the latest 1beta NM process voting films will be produced in Taiwan in the future. It will still take several days to fully restore operations. The remaining factory areas will be resumed after the shutdown inspection.
Since Taiwan, China is an important production base, Micron first suspended the offer after the earthquake, and launched the 2024 Q2 contract price negotiations after evaluation of the loss after the disaster. In addition, Samsung and SK Hynix also followed up to stop the offer. Although the two major suppliers did not produce in Taiwan, they also wanted to wait and see after the market. Subsequently, because DRAM suppliers are currently in the stage of stopping quotation, module factories have followed up to stop the offer.
According to the industry, based on the recent attitude of continuous prices of memory, the suspension of quotation of the three original factory may become a signal of price increases and affect the contract price in the second quarter.
Sure enough, Micron became the first storage manufacturer to increase Q2 quotation. However, in addition to the reasons for earthquakes, rising server and enterprise -level storage demand is also a factor that promotes quotation. At present, Samsung and SK Hynix will restore DRAM output and will return to the pre -cut level.
OMDIA said that Samsung Electronics has increased the average monthly DRAM wafer investment in the second quarter of this year to 600,000 pieces, an increase of 13%month -on -month; it is expected that the DRAM wafer investment in the second half of the year will increase To the level before cutting. SK Hynix will increase the average monthly DRAM wafer investment from 390,000 tablets in the first quarter to 410,000 pieces in the second quarter; the company's DRAM wafer investment is expected to increase to 450,000 pieces in the second half of the year.
In terms of NAND, enterprise -level SSDs have also risen out of stock.
Samsung plans to increase the price-level SSD price by 20%-25%on the basis of the first quarter in the second quarter of this year. The original plan to increase was about 15%. However, due to the surge in demand exceeding the expected increase, Samsung decided to increase the increase, and at the same time expanded the enterprise-level SSD output Essence
Behind this, because the HDD speed is too slow, the data center of the US technology company has shifted from HDD to ordering an enterprise SSD. "In order to expand the capacity, the server company ordered an enterprise -level SSD. Recently, orders have increased significantly, and some products have even been in short supply," said people in the semiconductor industry.
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