传华硕有意进军DRAM

Core Viewpoint - ASUS plans to enter the DRAM manufacturing market by 2026 to secure a stable memory supply for its PC product line amid ongoing memory shortages affecting the personal computer industry [1][2]. Group 1: ASUS's Market Entry - ASUS aims to optimize memory supply for its key products, including laptops and desktops, as it faces rising procurement costs [2]. - The entry into the DRAM market comes as other memory manufacturers, like Crucial, exit the market, highlighting the competitive landscape [2]. - If successful, ASUS's move could benefit other PC manufacturers that can meet their own needs and have excess capacity [2]. Group 2: Memory Price Trends - DRAM prices are expected to rise significantly, with an 88% increase predicted for 2024 compared to the previous year's low [6]. - Analysts forecast that DRAM prices will peak around 2026, with stabilization not expected until 2027, followed by another potential increase in 2028 [6][9]. - The demand surge driven by artificial intelligence is a key factor behind the rising memory prices, complicating the supply situation for manufacturers [6][7]. Group 3: Market Dynamics - The DRAM market is characterized by volatility, with prices fluctuating based on inventory levels and new capacity coming online [3][6]. - Major OEMs like Dell and HP are less affected by shortages due to their ability to lock in orders, while smaller manufacturers face more significant challenges [7]. - The market is shifting towards high-bandwidth memory (HBM), which is primarily used in high-end data center GPUs and AI accelerators, creating a bifurcated market [8]. Group 4: Future Outlook - TechInsights predicts that while the memory market may stabilize by 2027, the demand from AI data centers will keep supply below demand for the foreseeable future [9]. - Micron Technology reported a 56% revenue increase and a more than doubling of net profit, indicating strong financial performance amid rising memory prices [9].