Benefiting from strong demand for server memory, data center server memory in the first quarter of this year is still in short supply, prices strong, also increase the most, to be cut into the market of South Asia (2408) was an Italian. In the fourth quarter of last year, server memory reached $632.1 million, up 13.9%. Among them, the market share of samsung is 46.2%, sitting on the global server memory leader factory.
The north American data center demand is strong, the server memory market is tight, and the average price of the product is rising, which is the main driving force driving the server memory output in the fourth quarter of last year.
Estimates in the first three months of this year, led by four network service providers in North America, data center cargo kinetic energy is still strong, integral server memory market will still be in short supply, drive the server memory prices 3% to 3% this season, gains is still higher than action type of memory.
Memory industry said, now, all kinds of DRAM products to the server and has a better standard DRAM prices, gross margin is better also, mainly supply samsung, SK hynix and light, continue to enjoy a better profit.
But South Asia section increase standard DRAM production this season began arriving, server DRAM next season to start shipment, also bring the downstream application vendor timely rain, also for South Asia division operating kinetic energy.
Foreign bullish on artificial intelligence (AI) and 5 g of DRAM demand continues to enlarge, recent stock groups covering Taiwan memory in succession, have bought four consecutive trading day South Asia division, New Year New Year quotation, yesterday bought a widened to 9451 pieces, drive South Asia division shares closed at 79.9 yuan, to 5.1%.