Under what circumstances the memory actually started to lower prices and the magnitude is not small
[PConline News] Since the beginning of this year, the rising price behavior of the memory industry has become more and more desirable. DRAM memory particle production has been monopolized by Samsung, SK Hynix, and Micron, accounting for more than 90% of the market share. Chinese manufacturers have also begun to enter the semiconductor industry strongly. Recently, China Chip Design Corporation Zhaoyi Innovation launched the "Cooperation Agreement on Memory R&D Projects" signed with Hefei Industrial Investment (Group) Co., Ltd. The overall project is approximately 18 billion yuan.
At the same time, there was a significant price reduction in memory today, and the Kingston hacked Fox DDR4-2400 8GB, which had previously topped the 969 yuan high, was directly down to 849 yuan, a drop of over 12%.
It can be seen that this memory has almost dropped to the level of a month ago. What is the situation? Let all the memory sticks suddenly drop down and start to cut prices.
Just in October, Zhao Yixin, a domestic manufacturer of chip design companies in China, announced that Hefei City Industrial Investment Holding (Group) Co., Ltd. has signed a "cooperation agreement on the storage R & D project", the two sides agreed to cooperate in Hefei Economic Development Zone, Anhui Province Carry out a 300mm round crystal, 19nm process memory, which includes DRAM memory particles. The total project is expected to be about 18 billion yuan, and the target is to be successfully developed before the end of 2018, and the yield rate will be no less than 10%.
On October 31, according to media reports, Samsung, which had previously refused to increase production capacity, will expand its DRAM production capacity. Hynix and Micron also seem to have reacted. The Big Three’s move is to play counter-cyclical cards. The price expels new entrants, raises barriers to industry entry, and consolidates their monopoly position.
In summary, it is not difficult to see why this time the memory will lower prices. First, domestic manufacturers have begun to make efforts to enter the semiconductor industry. We hope this price reduction will allow everyone to enjoy a pleasant installment.
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