Our dynamic memories may become even more expensive soon, in a market that gives more and more signals about the erosion of actual competition
The various DRAM memories on the market are becoming more and more advanced, with today data rates of over 2,000MT / s can be seen on ultra- Mobile And data transfer rates of over 3,000MT / s on PCs as the new standard, though they might have been considered almost imaginary only two or three years ago - yet, what isn't really moving in the desired direction is the prices of these products. With only three major manufacturers likely to receive no unexpected competition from a new source, supply and demand volumes have reached a level where they are very close to one another, and so the average price level for dynamic memories does not decrease, and even increases as time goes on.
Market research firm dramexchange, which is used as a rage prophet when it comes to reminiscing prices, indicates that the situation may be even more problematic than we thought - following the sweeping work petition started at a micron manufacturing plant known as Fab 2 and located in Taiwan.
The plant in question originally belonged to Inotera and is responsible for the start of production at a very significant volume of about 1,800 XYUMX per month (the round silicon substrates that the chips are formed in, under a long and challenging date that usually lasts several months).
Nitrogen gas contamination in the production complex, according to the available information, has caused the loss of any number of vapors that were in the process of production and, worse, brought a halt to all plant operations until the problem was corrected, which could eventually result in the loss of much of those 60,000 substrates Chips that were intended for July (estimates are for a few weeks of cleaning and repair).
The Fab 2 generates a wide range of DRAM memories for all types of products, from chips for LPDDRXNUMM arrays to smartphones and other mobile devices, DDR4 And the loss of 60,000 and chips that were supposed to become chips in a few months is actually a loss of more than 5 (!) Of the global monthly output of the dynamic memory market, so it seems that there are Here there is a significant danger to the process which will eventually lead to an additional rise in prices, due to growing demand and inadequate response.
Many of you may still remember how Floods in Thailand somewhere in 2011 Caused some of the key manufacturing plants of base components in mechanical storage drives, which in turn led to a significant reduction in supply relative to similar demand - and a painful increase in prices for the pockets of consumers, which the entire market is still recovering from. We sincerely hope that Micron's current failure will not create a similar situation in the dynamic memory market, and further damage the American manufacturer's position in the race - so in fact סמסונג And SK Hynix Koreans will determine their status as the two manufacturers who actually control the entire field.