shenzhen yangshin communication equipment co., ltd-九游会真人

at present, the imbalance between supply and demand in the storage market is constantly impacting the performance of related companies. previously, including kioxia, winbond and other large manufacturers have successively announced production cuts or capital expenditure plans, micron also said a few days ago that the market outlook in 2023 has weakened, the company is taking further action to respond to market conditions, its dram, nand flash will reduce production by about 20%, and plans to further reduce capital expenditure. this underscores that the storage market is tougher than expected.

according to china's taiwan media "economic daily" reported on the 18th, the global memory chip index factories have successively announced production cuts or capital expenditures, legal persons believe that this move will help accelerate the market to return to the balance of supply and demand, drive prices to the bottom in advance, leading nanake, winbond, phison, adata and other memory-related manufacturers to recover in operation.

some memory-related manufacturers are currently generally conservative about the market situation, li peiying, general manager of south asia section, previously said at the legal conference that the overall market is "much worse" than expected, and when there is a chance to change, it is still necessary to observe high inflation, russia-ukraine conflict, interest rate hikes, epidemic lockdowns and other factors, but he believes that the price decline will converge.

according to trendforce consulting research, nanya's revenue fell by 40.8% in the third quarter of 2022 due to the high proportion of consumer dram products, and the decline was the largest among the top six companies in the third quarter. nanya section has slightly reduced the number of inputs in the fourth quarter, but the progress of switching to 1anm is still continuing, and it is expected that the sample will be launched in the first half of 2023, but the client's willingness to import may not be positive due to the conservative demand outlook, and it is expected to contribute significantly in 2024.

weigang pointed out that it still maintains its previous view on the memory market, although the contract price of dram and nand chips this quarter continues to fall, but the dram spot price has fallen quite limited, coupled with a number of memory original manufacturers facing a profit defense war, in addition to announcing the reduction of next year's capital expenditure and slowing down the pace of process shrinkage, under the measurement of dram and nand chips, it is expected that the top three original manufacturers will give priority to dram prices, which is expected to gradually usher in a positive cycle of dram market conditions.