Analyst: NAND's tight supply in the second half of the year helps memory factory profit margins

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Date: 2018-03-19

"Barron's" reports that analysts Tristan Gerra and RW Baird hold a bullish trend toward NAND memory, raising the target price for memory chip maker Micron Technology (MU-US) and also raising NAND competitor Witten Electronic Western Digital (WDC-US)’s stock rating was changed from “hold” to “outperform”.


Witten Electronics shares rose 4.13% to 106.45 US dollars on Friday (16th).

 Witten Electronics stock price trend chart

Analyst Gerra pointed out that it was thought that there might be a significant price reduction in NAND prices, but now it seems that the price of NAND is even better than expected, Gerra said:

 

“The downward adjustment in NAND pricing is more muted than expected in the supply chain this quarter (less unexpectedly), contract pricing in the first quarter is expected to decline by 3%-4% from the previous quarter, and the number of single-digit declines in the second quarter Will be lower than the seasonal forecast.


We now expect that the 2018 annual NAND contract price will fall by 15% to 20%, which is lower than our initial expectation and is also within the “target range” of Weiyue Electronics’ production cost reduction.

 

Next, Gerra thinks that there will be two things that will take place in the future of Witton Electronics:


1. NAND supply may be tighter in the second half of this year, which also helps improve Witten's profitability.


2. As the company increases the manufacturing volume of NAND's "96-layer" products, it will "improve further meaningful cost structure improvements" in 2019.


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