Global chip shortage DRAM prices skyrocketed by 60% compared with the beginning of the year

Published: Mar 12, 2021 08:26

Save

The spot (real-time contract) price of semiconductor memory chip DRAM is rising. Indicator products are up about 60% from the start of the year, the highest level since March 2019.

According to TrendForce data, mobile phones and mobile devices are currently the largest application area of DRAM, accounting for 39.6%. But in the future, as more computing and storage are transferred to the cloud, servers will gradually become the largest application direction of DRAM, and DRAM for servers will also become one of the most stable growth areas in the future. The proportion of server applications is expected to grow to 48% in 2025.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Xi'an Ziguang National Core DRAM memory chips and memory modules have achieved global mass production and sales, and are the main suppliers of domestic DRAM memory.

Peyton Technology, a wholly owned subsidiary of Shenzhen Science and Technology, is the only enterprise in China with a complete industrial chain from integrated circuit high-end DRAM/Flash wafer packaging testing to module production.

Semiconductors chips silicon wafers

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

12 hours ago

A mine in Henan opened bids for a 300 mt tungsten concentrate auction on February 6.

[Tungsten Concentrate Tender Information] SMM February 7: A mine in Henan conducted an online tender on February 6 to sell 300 metric tons of low-grade tungsten concentrate. Lot A had an average WO3 grade of ≥25%, while Lots B and C had an average WO3 grade of ≥22%. The tender results for each lot are as follows: Lot A: 100 metric tons, tender price of 10,155 yuan/mtu. Lot B: 100 metric tons, tender price of 10,160 yuan/mtu. Lot C: 100 metric tons, tender price of 10,155 yuan/mtu.

12 hours ago

13 hours ago

Ganzhou Tungsten Association Significantly Raises Tungsten Price Forecast for February 2026

[Ganzhou Tungsten Industry Association's February Tungsten Price Forecast] The Ganzhou Tungsten Industry Association's forecast prices for the tungsten market in February 2026 are as follows: 55% black tungsten concentrate at 670,000 yuan per metric ton unit, up 210,000 yuan per metric ton unit MoM from the January price, an increase of 45.65%; ammonium paratungstate at 970,000 yuan/mt, up 300,000 yuan/mt MoM, an increase of 44.78%; medium-grain tungsten powder at 1,630 yuan/kg, up 480 yuan/kg MoM, an increase of 41.74%.

13 hours ago

Tungsten Market Rallies Strongly, Long-Term Contract Prices Surge & Domestic-Overseas Markets Link Up

Driven by tight spot raw material supply, a sharp hike in corporate long-term contract prices and festive effects, the tungsten market saw price rises on shrinking volumes this week with domestic and overseas markets moving up in tandem; the strong short-term trend is set to continue, and attention should be paid to the resumption of cemented carbide production, scrap tungsten supply and downstream demand release after the Spring Festival.

13 hours ago