[情報] 趕緊囤貨 明年內存價格要飆漲
受到DRAM現貨價格上漲的激勵,12月上旬DRAM合約價也跟著上揚,DRAM止跌回穩態勢可望
確立,業界認為,受到供應廠商紛減產影響,估明年DRAM位成長僅達 20%,需求則約達
30%,明年DRAM恐會出現短缺問題,有助帶動價格回升到DRAM廠的獲利空間。
DRAMeXchange調查指出,11月下旬DRAM合約價格小跌3.17%,但近期現貨價上漲,激勵12
月上旬合約價也上揚,漲幅約介於1.25%到2.52%之間。
上漲幅度雖小,但代表PC系統廠庫存降到健康水位,買貨意愿逐漸提升。這是下半年以來
,供過於求的DRAM首度出現合約價起漲。
DRAMeXchange表示,今年第3季各廠紛減產標準型DRAM,將生產重心轉移到移動內存,即
使還保留的部分標準型DRAM產能也正值製程轉進,技術難度高,初期產出量也會受到影響
,致使部分產品品項顆粒供貨吃緊,帶動價格攀升。
明年整體 DRAM 產業的資本支出將較今年減少21%,市場估明年DRAM位成長僅達20%,較今
年的近30%進一步減少,但以市場需求量約需達30%,展望後市,不僅 DRAM供需趨平衡,
明年恐還會出現短缺問題。
近期 DDR3 2G 雖已回到1美元,但以DRAM廠現有製程估算成本,估約需達1.5美元才有獲
利空間,即使目前價格上揚,DRAM廠仍呈現虧損,明年若價格掀漲勢,回升到DRAM廠成本
之上,廠商才可望有獲利空間。
from: http://news.mydrivers.com/1/250/250104.htm
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雖然我知道會漲價,但是這文章標題感覺有意要人 促進經濟XD
--
小時候看幽遊白書
我一直以為長大後~能像戶愚呂弟般的身材
長大後發現.....原來我連桑原都不如.....
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