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DRAM供應緊 Q3估漲5至10%
Jun 12th 2014, 04:25

DRAM供應緊 Q3估漲5至10%
2014/06/12 12:25中央社

(中央社記者張建中新竹2014年6月12日電)市調機構集邦科技表示,下半年動態隨機存取記憶體(DRAM)供應將吃緊,預期第3季合約價可望漲5%至10%。

集邦科技指出,DRAM廠持續將產能自標準型記憶體轉為生產行動記憶體,加上部分DRAM廠轉進25奈米製程良率偏低,20奈米轉進也有延遲,使DRAM供貨已有吃緊情況。

集邦科技表示,個人電腦代工廠庫存水位普遍不高,採購策略除希望DRAM製造廠提供顆粒外,同時向模組廠尋求支援。

集邦科技指出,目前4GB模組現貨價約36美元,5月合約均價約30.5美元,價差逼近20%,預期第3季合約價將有5%至10%上漲空間,逐步朝現貨價貼近。

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