DRAM
Consumer demand improved. Cryptocurrency mining demand increased as well.
The consumer DRAM and GDDR demand is good, and selling price hike due to insufficient supply and the possible supply constrain in the future.
In the Spot market, 2Gbit DDR3 ASP raised 5% this month, and 4Gbit DDR3 increased 3% around.
The PC OEM demand remained strong momentum, and the good demand would be extended in the coming quarter.
Regarding the PC DRAM module channel market, the demand from EU market is outstanding, but the China & Southeast Asia market is weak.
In conclusion, channel demand is not well. The 8Gbit DDR4 original brand component decreased 3% and module ASP reduced either this month.
In the Server market, some upside demand occurred, but the overall demand is not strong and the coming quarter is not well.
However, the overall DRAM shipment bit in this quarter would be more than expected, the DRAM vendors’ inventory level would be low in the end of this year.
The DRAM contract price could be stable and toward pricing upturn in 1Q21.
NAND
NAND market still has pressure even smartphone demand improved
The channel SSD demand is similar to the DRAM module, the EU market demand is good but it’s weak in China and Southeast Asia market.
The Raw Nand market seems stable this month, the selling price is slightly down.
However, SSD module house is not easy to earn money based on the current Raw Nand price.
The PC OEM demand is good, some upside demand happened in this quarter, and the demand would remain strong in 1Q21.
The smartphone market keeps recovering, but the consumption downgrade would impact the average content growth of smartphone.
The eSSD demand is not good, and the ASP decreased by 15%+ in this quarter.
In the coming quarter, the supply side still has pressure to sell the NAND flash. The ASP could decline for most segments.