Media Contact

Ms. Pinchun Chou

Tel: +886-2-8978-6488 ext.669

Ms. Lindsay Hou

Tel: +886-2-8978-6488 ext.667

RSS Subscription
  DRAM  
  NAND Flash  
  Storage  
  Display  
  Consumer Electronics  
  LED  
  Green Energy  
  Internet of Things  
  Semiconductors  
  Automotive Electronics  
  Innovative Technological Applications  
       

Press Release


Nitrogen Supply Issue at Micron Memory Taiwan May Further Aggravate the Tight Supply Situation of DRAM in 2Q18, Says TrendForce

Tuesday , 04 / 03 / 2018 [ Analysts: TrendForce ]

The average and the highest contract price of mainstream DDR4 4GB modules are still at US$33 and US$34 respectively in March, according to DRAMeXchange, a division of TrendForce. On the whole, contract prices of PC DRAM have seen an average increase of around 5% in 1Q18 compared with 4Q17. Nitrogen supply issue at Micron Memory Taiwan may prolong current tight supply in DRAM market, and is expected to push up contract prices of PC DRAM by 3% in 2Q18 compared with 1Q18.

DRAMeXchange points out that most PC DRAM contracts are now quarterly deals, so the upward price movement for each quarter will be concentrated in the first month of each quarter. Hence, the margin of the price increase in January reflected the margin of the entire quarter. Contract prices of PC DRAM products have remained constant in March, showing no noticeable changes from February.

In addition, Micron reported on 20 March that its subsidiary production center Micron Memory Taiwan (formerly Rexchip) experienced an interruption of nitrogen gas supply due to the malfunctioning of the gas generation system located outside the facility. Air Products and Chemicals (San Fu), the company that provided the generation system, had sent the malfunctioning equipment to the US for repair. The latest report stated that the equipment is fixed and has been sent back to facility in Taiwan. Micron Memory Taiwan is expected to return to full operation in early April.

Products that Micron Memory Taiwan makes include PC DRAM, server DRAM, LPDDR4 DRAM, and graphics DRAM. The interruption of nitrogen supply is going to have some impact on the facility’s production from late March to the first half of April. The event is also going to prolong the tight supply situation in the whole DRAM market. DRAMeXchange projects that contract prices of PC DRAM will go up again in 2Q18 by 3% from 1Q18. The graphics DRAM market, which is already facing an undersupply problem, is going to get hit the hardest by the production hiccup at Micron Memory Taiwan as well.

To keep updated with our press releases, please follow our social media pages. facebookGoogle+TwitterLinkin

TrendForce Press Center Copyright Notice
TrendForce grants you a limited license to use and/or republish any of the press releases on TrendForce Press Center for any legitimate media purpose (including copy and redistribute the content of press releases in any format and via any outlets), provided that you follow these license terms:

1. Reference TrendForce as the source on your works, or include a hyperlink to the original release on the TrendForce site.
2. Do not modify any press release wording.
3. Do not modify or add hyperlinks, including but not limited to adlinks, within the press release.

If your citations of press releases contain mistakes and/or have information missing, TrendForce may, in its sole discretion, direct you to remove the content distributed via TrendForce from your site at any time and for any reason, and you agree to comply with such request.