"Science and Technology Innovation Board Daily" (Editor Zheng Yuanfang), the price increase of memory chips is intensifying.
Based on the news from all parties, many memory chips have/will increase in price, including DRAM and non-volatile memory chips NAND flash memory and EEPROM.
▍NAND flash memory , the source of the price increase is the pollution incident at the joint venture between Western Digital and Kioxia.
Micron and Western Digital, two leading storage companies, have both announced price increases across the board; Phison also said it would follow up on price increases. It is worth noting that Micron has not been affected by the pollution incident, but the company is currently the manufacturer with the highest known price increase. Industry insiders believe that since the contract price is negotiated monthly, Micron’s price increase will take effect almost immediately and is expected to be fully reflected early this month.
In this round of price increases, all models of NAND flash memory have increased their prices. Among them, the 64Gb 8Gx8 MLC flash memory contract has the largest increase, and the price has reached a three-year high.
Some people in the industry told Jiwei.com that in the short term, a new round of price increases has just begun and will last for at least three months. In terms of
▍EEPROM, A-share manufacturers have also recently confirmed news of price increases.
This week, Juchen Shares and Puran Shares both released survey minutes. More than 100 institutions were interviewed, and the survey dates were the second trading day after the performance report was released.
Among them, Juchen Co., Ltd.’s non-net profit last year increased by more than 40% year-on-year. One of the main reasons for the growth was “appropriate adjustment of the product price system”; Puran Co., Ltd. has increased the price of its camera module series EEPROM products since January this year. At the same time, we maintain a cautious but optimistic attitude towards EEPROM prices.
▍DRAM prices are also “ready to move”.
According to quotations from TrendForce and module manufacturers, the contract price of niche DRAM in February increased by 2%-5% month-on-month. Among them, the contract prices of key x16-scale 4Gb DDR3 particles and x16-scale 2Gb DDR3 particles both hit nearly 5 Monthly high. Taiwan Business Times pointed out that due to tight supply, the contract price increase of niche DRAM is expected to continue into the second half of the year.
It is worth noting that the semiconductor sector fluctuated and strengthened this morning, with many memory chip stocks such as GigaDevice and Beijing Ingenic rising by more than 5% during the session.
▍Car-grade applications have become a common development direction
As prices rise, there are also storage needs brought about by intelligent and electrified cars.
Beijing Junzheng, the A-share automotive storage leader, is expected to achieve a net profit attributable to its parent company of 808-984 million yuan last year, a year-on-year increase of 1004%-1245%; in the single quarter of Q4, it will achieve a net profit attributable to its parent company of 170-350 million yuan, a month-on-month increase of -38.4%-24.6 %, a year-on-year increase of 240.3%-587.5%. A major driving force for performance growth is that demand for automotive terminals has boosted the volume of memory chips, and revenue in the automotive electronics field has continued to grow.
In addition, many companies have launched corresponding layouts.
Dongxin Co., Ltd. recently revealed in an institutional survey that in terms of automotive-grade products, the company has plans for NAND, NOR, and LPDDR products. The verification process of car regulations is relatively long, and attempts have been made from the product side. In addition, the company is also promoting cooperation with vehicle specification platform companies and vehicle specification electronics integrators, and has established a regular working mechanism. At present, automotive-grade products are progressing smoothly. Currently, automotive-grade NAND and NOR samples can be provided to customers.
Some of Juchen's A1 automotive-grade EEPROM products passed the AEC-Q100 reliability standard certification at the end of Q4 last year.
Pu Ran Co., Ltd. has begun sending samples to well-known customers since the end of last year.
