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中文(ZH) 北京君正：DRAM三季度价格会继续上调，四季度存在继续调价的可能性

Beijing Junzheng forecasts continued DRAM price hikes amid tight supply

By PulseAugur Editorial · [1 sources] ·

Beijing Junzheng anticipates further price increases for DRAM in the third quarter, with a possibility of adjustments in the fourth quarter due to continued tight supply. The company also noted a price increase for some SRAM products in the second quarter as customers explore alternatives to DRAM. While NOR Flash prices have also risen, the increases are less significant than for DRAM, and supply conditions are more favorable. AI

IMPACT Potential impact on AI hardware costs due to memory component price fluctuations.

RANK_REASON Company executive's statement about market pricing trends for memory chips.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Beijing Junzheng forecasts continued DRAM price hikes amid tight supply

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Company executive's statement about market pricing trends for memory chips.
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product, infra
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86 days old
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Beijing Junzheng: DRAM prices will continue to rise in the third quarter, with the possibility of further price adjustments in the fourth quarter

    36氪获悉，北京君正近日接受机构调研时表示，DRAM涨价比较多，一季度国内客户开始调价，二季度国内客户仍在继续涨价，同时海外客户也陆续开始调整价格，预计二季度收入和毛利率会继续增长；三季度价格会继续上调，四季度的价格政策要到三季度才能确定，不过目前看四季度供应仍然较为紧张，存在继续调价的可能性。随着客户用部分SRAM产品来代替DRAM方案，部分SRAM芯片二季度价格也有所上涨。NOR Flash一、二季度都有涨价，涨价幅度总体来说比DRAM要小，NOR Flash虽然产能也在趋紧，但比DRAM要好很多，一季度公司Flash产品线实现了很好的收入增长，其中…

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