Xi'an lockdown impacts capacity noise now Memory prices may rise in advance

author：Straight Flush Finance 2022-01-20 16:20:00

The lockdown measures in Xi'an caused by the spread of the epidemic have affected the output and logistics of NAND and DRAM. The industry believes that although the major upstream original factories are brewing to restart the momentum of the contract price increase before the Lunar New Year, there is still pressure on the price to stop falling in the short term, but with Xi'an still not completely unsealed, it may affect the changes in supply and demand in the first half of 2022, and the price of NAND and DRAM may rise in advance. Although the spot price of NAND Flash did not fluctuate significantly immediately after the expansion of the epidemic in Xi'an, after nearly a month, according to ChinaFlash Market, the upstream original factory's attitude towards the supply of some Flash wafer and DDR granules tightened, so the cost of the product was gradually pushed up.

Xi'an lockdown impacts capacity noise now Memory prices may rise in advance

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