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集邦咨询:第四季旧制程DRAM价格涨幅依旧可观
Core Insights - The latest survey by TrendForce indicates that major DRAM manufacturers are prioritizing advanced process capacity for high-end Server DRAM and HBM, which is affecting the capacity allocation for PC, Mobile, and Consumer applications [1] - Due to differentiated demand across end products, the price increase for older process DRAM is expected to remain significant in Q4, while the price increase for next-generation products is relatively moderate [1] - Overall, the price of conventional DRAM is projected to increase by 8-13% quarter-over-quarter, and when including HBM, the increase is expected to expand to 13-18% [1]