DRAMeXchange of Jibang Technology believes that in the wake of strong earthquakes in Japan disrupting the supply chain and computer manufacturers are preparing for back-to-school demand in Europe and the United States, the DRAM chip contract price rose by more than 3% in late March. It is expected that the upward trend will continue into April.
Industry research firm DRAMeXchange pointed out on Tuesday that the impact of the Great East Japan Earthquake caused a shortage of raw materials at the upper reaches of the semiconductor industry. In particular, the shutdowns of Shin-Etsu Chemical's Fukushima Baihe Plant and SUMCO's Yamagata-Yonezawa Plant were the most affected, and conservative estimates of global silicon wafer production capacity. It will be reduced by about 20%-25%, while the regional power-restriction measures make it difficult to determine the date of factory restoration.
According to a press release, the price of DDR3 2GB rose from US$ 16.5 to US$ 17 or about 3.03%, while the price of DDR3 4GB increased from US$ 32 to US$ 33, or 3.13%.
â€œAlthough the earthquake in Japan shocked the world, but from the notebook computer market, Japan only accounts for about 5% of the global market, coupled with the back-to-school demand in Europe and the United States, the PC-OEM plant is bound to actively prepare, and set state technology pre- Estimated April contract prices will continue to maintain upward momentum," the press release said.
Prior to the 9.0 strong earthquake on March 11 in Japan, South Asia Technology, a Taiwanese maker of dynamic random access memory (DRAM) manufacturing, had stated that DRAM prices had bottomed out and increased March DRAM contract prices, and With supply conditions continuing to improve, prices will be better in the second quarter than in the first quarter.
As for the current state of supply of silicon wafers after the major memory manufacturers in the world after the strong earthquake in Japan, Jibang Technology stated that as many as five leading suppliers of Samsung have few damages, and Hynix and Micron also have other suppliers. Not great.
As for Elpida 916,665. TW and its subsidiary, Rui Jing, have continued to observe the follow-up status of Shin-Etsu Chemical since supply was mostly from the Shin-Etsu Chemicalâ€™s Fukushima Shirakawa Plant, which has launched its second supply chain, plus inventory estimates for a month.
The shortage of Powerchip will be supplied by other suppliers. In terms of Nanke and Chinaacore, most of Wa wafers will be supplied by Formosa Plastics, a unit of Formosa Plastics and SUMCO, and will not be affected by the earthquake in Japan.