China already made statements about a possible regulatory investigation into memory price-fixing.
China is concerned about the cost of memory affecting Chinese handset makers..
Avril Wu of DRAMeXchange, says that DRAM and NAND ASPs have increased 40% since the start of 2017.
DRAMeXchange’s outlook for 1H18 finds that major DRAM suppliers are not going to expand their production capacity significantly and any substantial plans to take on additional capacity will probably take place in 2H18. Therefore, the overall market supply is going to remain tight in H1.
Prices of server DRAM are forecast to keep climbing during 1H18.
The average sequential quarterly increase in mobile DRAM prices for 1Q18 is projected to reach just 3%
DRAMeXchange points out that lower-than-expected demand and continuing growth in the production capacity for 3D-NAND will push the NAND Flash market to oversupply in H1 and there is a strong possibility that the general price decline for NAND Flash will continue in H1.
