'Legacy DRAM Prices May Double Due To Focus On HBM Production' - Business Korea
Portfolio Pulse from Benzinga Newsdesk
The focus on High Bandwidth Memory (HBM) production by Samsung Electronics, SK hynix, and Micron is causing a significant increase in the prices of legacy DRAM products. Market research firms predict that DDR3 prices could rise by 50-100% in the second half of the year due to reduced production capacity. DDR4 prices are also increasing across various categories. This trend is expected to continue, leading to a supply-demand imbalance and potentially boosting the financial performance of chip manufacturers.
June 17, 2024 | 1:40 pm
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Micron's shift towards HBM production is contributing to a significant increase in legacy DRAM prices. This could lead to higher revenues and improved financial performance for the company.
Micron's reallocation of production lines to focus on HBM and DDR5 is reducing the supply of legacy DRAM products, leading to a price surge. This supply-demand imbalance is expected to benefit Micron financially.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 80