TrendForce: The earthquake in Taiwan affected DRAM memory shipments by less than 1% in the second quarter

According to news from this site on April 11, according to a research report by TrendForce yesterday, the recent earthquake in Taiwan had an impact of less than 1% on the total DRAM bit output in the second quarter.

There are four memory manufacturers in Taiwan: Micron, Nanya Technology, Power Semiconductor Manufacturing Co., Ltd., and Winbond Electronics. Research reports indicate that these four companies all had a certain number of wafers that needed to be inspected or scrapped after the earthquake.

▲ Picture source TrendForce TrendForce

However, the equipment in these factories have certain earthquake resistance capabilities, which will affect the post-earthquake production capacity. The impact is relatively small, and all production lines have been roughly restored to 100% operation.

Among these four manufacturers, Micron-related product capabilities have been transferred to advanced processes, and the other three currently mainly stay at the 38/25nm node (Note from this site: Nanya Technology also has 10 nm-level product capabilities), with shipments smaller.

Therefore, only Micron will have a certain impact on global DRAM bit output, The total output in the second quarter is expected to decrease by less than 1%.

At present, in terms of the overall market,the DRAM memory spot market has basically resumed quotation, but the contract price has not yet fully started.

In the market segment, in the field of mobile DRAM, SK Hynix has taken the lead in launching quotations to some smartphone manufacturers on the 8th, while Micron and Samsung Electronics have stayed put. The research report predicts that mobile DRAM will maintain a quarterly growth of 3~8% in the second quarter.

In the server memory market, due to the greater impact of Micron's advanced manufacturing processes, the transaction price of Micron's server memory storage may eventually rise. For HBM memory, Micron's main production line in the HBM field is located in Japan and will not be affected.

As for downstream module manufacturers, the two major module companies Kingston and ADATA have restarted spot quotations but have not seen any increase.

TrendForce TrendForce predicts that the earthquake will have a limited effect on DRAM memory prices. DDR3 will have some room for price increases, while the short-term small price increases of DDR4 and DDR5 are expected to return to normal soon.

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