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Sources say Micron plans to raise prices for DRAM memory and SSD products by 25% in the second quarter

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2024-04-10 08:10:071169browse

消息称美光计划二季度针对 DRAM 内存和固态硬盘产品调涨 25%

According to news from this website on April 9, according to Taiwanese media DIGITIMES, Micron plans to increase its DRAM memory and solid-state drive products by 25% in the second quarter. A number of memory module manufacturers have been informed of Micron's intention to adjust prices, and price negotiations are still ongoing.

The background of Micron’s price adjustment is, on the one hand, the strong recovery in demand for cloud service providers and enterprise-level storage, and on the other hand, the impact of the recent earthquake in Taiwan on production capacity.

Micron has memory factories in Linkou, New Taipei and Taichung, Taiwan, which can produce its most advanced 1-beta nanometer memory, and also has HBM memory advanced packaging facilities.

According to the information obtained by this site,

65% of Micron’s DRAM production capacity is located in Taiwan, accounting for approximately 15% of the global DRAM industry as a whole.

TrendForce TrendForce's research report stated that

Micron's New Taipei Linkou plant was greatly affected by the earthquake, causing machine shutdowns. Therefore, Micron took the lead in stopping DRAM memory quotations after the earthquake.

The supply reduction occurred against the backdrop of corporate demand recovery, which gave Micron the confidence to make price adjustments.

The agency predicts that this round of adjustments will affect DDR4, DDR5, solid-state drives and other products until the end of this quarter.

As for non-Micron manufacturers, Samsung Electronics, the leader in enterprise-level solid-state drives, has previously stated that it plans to increase prices for this category by 25% this quarter.

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