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DRAM,将涨价?
半导体芯闻· 2025-04-10 10:10
Group 1 - The core viewpoint of the article highlights the positive outlook for the DRAM market, driven by the easing of trade tensions and the demand from China's stimulus measures [1][2] - Nanya Technology's General Manager, Li Pei-ying, indicated that the company is undergoing a process conversion, with expectations of improved operational performance as DRAM prices are set to rise this season [1][2] - The transition to the 1B process is expected to reach a sweet spot by the end of Q2 this year, potentially leading to a positive gross margin for Nanya Technology, although initial yields may be low [2] Group 2 - Nanya Technology plans to produce 16Gb 5600 DDR5 memory chips, which are in high demand for cloud servers and edge AI computing, thus enhancing profitability and alleviating inventory pressure [1][2] - The company has already notified clients of DRAM price increases, indicating a strong market response despite limited exposure to U.S. tariffs [2] - Future developments in the DRAM industry will depend on the outcomes of trade negotiations between the U.S. and China, as well as overall economic conditions [2]