由于2018年Q4季度下游厂商纷纷降低库存,以及2019年首季淡季影响,导致原厂库存压力较大,同时Good Die市场供过于求的市况雪上加霜,再加上部分SSD品牌厂领头杀价,市场价格持续走低。
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为了改善NAND Flash和DRAM市场供过于求的市况,美光决定减少Wafer投片量以及减少资本支出来平衡市场供需。三星则招募 人才,专注于先进DRAM技术,提高市场竞争力,同时三星大批量人事异动,专找人工智能、大数据和机器人领域的 人才,以加强其未来的新业务。
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相较于行业SSD市场,本周渠道市场SSD价格走势相对稳定,依然受次品质NAND Flash供货较少的影响。不过,部分厂商正在积极的寻求便宜Wafer,预计4月中下旬供应会有所增加,价格也将进一步下滑。
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