[新聞] Q4 DRAM價格 恐下跌一成
【經濟日報╱記者鐘惠玲╱即時報導】 2014.08.28 10:30 pm http://ppt.cc/YKIl
近期DRAM現貨價格有所滑落,研調機構集邦科技表示,合約價上漲機會受限,可能也會呈
現溫和反轉。整體而言,估計第4季DRAM價格可能下探一成。
目前DRAM現貨顆粒價格還比合約價高出約15%,所以集邦評估,現貨價可能向下修正。同
時,往年中國大陸十一長假前的拉貨潮都會為DRAM市場帶來一劑強心針,不過集邦認為,
目前還無法確認十一是否能為DRAM市況帶來漲勢,相關機率可能不高。
集邦預期,今年以來DRAM市場持續供貨吃緊、價格走揚,DRAM廠因此紛紛決定自第4季開
始增加產能,估計2015年因製程微縮與新增產能貢獻,DRAM產出年增率將逼近30%,若明
年總體經濟狀況不如預期,恐將導致DRAM供過於求的情況再現,壓縮DRAM廠現有獲利。
【2014/08/28 經濟日報】@ http://udn.com/
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