The supply of general-purpose DRAM memory still exceeds demand. It is reported that the operating rate of relevant production lines of Samsung and SK Hynix remains at 80~90%.

News from this website on June 19, Korean media ETNews quoted industry insiders as saying that the current general DRAM memory capacity utilization rate of South Korea’s two major storage giants Samsung Electronics and SK Hynix remains at 80~90% level.

Korean media claimed that this situation is in sharp contrast to the NAND flash memory industry where major companies have normalized production: In addition to Kioxia, Samsung Electronics and SK Hynix have also achieved full NAND production lines this quarter. load operation.

According to reports, the current demand for general-purpose DRAM (this site’s note: conventional DDR, LPDDR) is overall sluggish, and the market is still exceeding demand. This is caused by the slow recovery of the downstream traditional server, smartphone and PC industries.

▲ Samsung Electronics 1bnm 32Gb DDR5 memory, which is a general-purpose DRAM

Global technology companies have recently strengthened the construction of artificial intelligence infrastructure ,The investment amount allocated to traditional servers has accordingly been significantly reduced. Traditional servers are the main source of general-purpose DRAM orders.

At the same time, in recent years, major giantsserver update cycles have been extended, and the purchase of advanced general-purpose DRAM has also declined as a result.

On the consumer side, the recovery in shipments of smartphones and PCs has stalled, and some research institutions believe that the full-year growth will only reach 2~3%.

Previously, some industry voices pointed out that the increase in HBM memory production will squeeze the production volume of general DRAM, which will cause a tight supply of general DRAM in the second half of the year.

However, some sources believe that based on the current situation, this situation is difficult to happen:

The operating rate of Korean general DRAM production lines increased by only 10% in the first six months of this year,There is still room for improvement at the current level; at the same time, the number of orders received by DRAM testing companies has not increased significantly.

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