TrendForce: DRAM memory chip prices will rise 8-13% in the 4th quarter amid heavy demand for high-end server DRAM and HBM (high bandwidth memory) chips, and when HBM is included, the increase could be 13-18%. Major DRAM makers are allocating more production lines to the server chips, crowding out space for lower-end DRAM used in PCs, smartphones, etc. causing inventories to drop and prices to climb. For example, prices of smartphone DRAM (LPDDR4X) used in mid-to-low end smartphones are seen rising 10% in the 4th quarter. $HXSCL $Micron Tech(MU.US) $SSNLF #Samsung #SKhynix #semiconductors #semiconductor
Source: Dan Nystedt
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