Aixtron is in the sector and affected by its weakness. Intel just got hammered. Is the bottom in? I think this article is telling.
http://www.etnews.com/20190425000400?mc=em_001_00001
"Memory recovered from 2Q" ... We shoot 'bottom' sooner than expected.
Issue date: 2019.04.25
The memory recession tunnel, which began in the second half of last year, is ending sooner than expected. DRAM and NAND flash memory orders are increasing again. The domestic memory semiconductor industry, which is having a major impact on the national economy, is expected to pass the trough after 1Q12. SK Hynix forecasts that the memory market will recover from the second quarter of this year on the first quarter earnings report. The company expects to see a "gradual recovery" of DRAM servers and a "dull recovery" of mobile DRAMs, albeit by application. NAND flash memory also saw demand increase in 2Q compared with Q1 in all applications. SK Hynix promised that it had "concrete evidence and conviction" that it had put forward such an outlook. Kim Suk, the managing director of SK Hynix, said, "There will be an increase in investment in Internet data center (IDC), a rebound in demand for Taiwanese server R & D, production (ODM) and parts makers." It is unusual for SK Hynix to confidently recover demand. The company has been cautiously forecasting improvements in the second half of the year in the fourth quarter and first quarter earnings briefing. SK Hynix's emphasis on recovery in car demand has been driven by an increase in actual orders. "In the first quarter of the year, the server DRAM market saw a huge increase in demand for the month of January and February," said NAND Flash. I was able to show my performance. "
Actual NAND flash memory prices started to rebound. According to market researcher Diram Exchange, 256Gb MLC NAND flash spot prices have been rising steadily since last March 25 without any hesitation.
DRAM prices fell further. The average monthly fixed price of 'DDR4 8Gb 1Gx8 2133MHz', a PC DRAM product, dropped 17.24% in January, while it dropped 14.50% in February and 11.11% in March, the most recent month.
Analysts said the memory went down until it went down. "Even if memory prices fall in the second quarter, this month will be the last," said Kim Yang-puk, a researcher at Pang Industry Research Institute. "Major companies, including major server companies, After June, memory makers will also start to recover, while purchasing will be full-fledged. " Demand is recovering, and Samsung Electronics is also considering investing in facilities. An official in the domestic equipment industry said, "Samsung Pyeongtaek plant orders are coming out." Pyeongtaek City, Gyeonggi Province is where Samsung's flagship memory factory is located. Kim Ki-nam, vice chairman of Samsung Electronics, also cautiously pointed out the timing of the memory market rebound earlier in the month, saying, "The market outlook has always been a little bit different when time passes."
Memory makers are planning to adjust their production volume while keeping an eye on future market fluctuations. SK Hynix plans to reduce production of NAND flash by more than 10% and reduce production of 36-stage and 48-stage 3D production. The company plans to increase DRAM and NAND flash shipments by 10% and 20%, respectively, in the second quarter of this year due to the base effect of the first quarter. "The annual DRAM shipments are 10% and the NAND flash shipments are 30% "He said. "As the memory market is still uncertain, demand for the recovery of demand is on the horizon, but recently, signs of improving the market environment are increasing," said Chin Jin-suk, vice president of SK Hynix. "We are confident that memory demand will increase as new products such as new form factor products and cloud games are introduced." Kang Hae-ryeong reporter kang@etnews.com |
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