DDR5 prices soon to stop falling
DDR5 memory will be the first of all memory categories to see prices stop falling and start rebounding, according to sources at memory module houses.
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DDR5 memory will be the first of all memory categories to see prices stop falling and start rebounding, according to sources at memory module houses.
With China formally imposing sanctions on Micron Technology, possible consequent impacts on Samsung Electronics and SK Hynix are fast drawing market concerns, and both Korean suppliers are expected to face greater uncertainties and suffer more than benefit in the longer term, given the intensifying China-US conflicts surrounding the semiconductor industry amid the deteriorating semiconductor market conditions, according to market observers.
Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the country's ban on Chinese enterprises working on critical infrastructure projects procuring products from the US memory vendor, according to industry sources.
Electronic components, notably semiconductors, remain a significant source of Taiwanese exports, despite the country seeing its sixth consecutive month of on-year decreases in electronic component export orders in April 2023.
Taiwan-based backend houses, which handle mainly conventional DRAM memory from Micron Technology, may experience a reduction in orders from the US customer due to China's prohibition on some Micron product sales, according to industry sources.