The coronavirus outbreak is definitely having short-term impacts on the supply chain in China. The memory sector was heading for recovery before the outbreak, with prices on the rise. Now memory prices are likely to rise at a slower pace as clients in China are more reluctant to fill their stocks. For Taiwanese ASIC vendors, shipments in first-quarter 2020 may be affected by the outbreak, but their clients in China have assured them that overall orders will remain significant. In the notebook maket, global shipments are expected to drop in the first quarter of 2020, according to Digitimes Research.
Memory price increase is slowing down
Posted on Tuesday, Feb 04 2020 @ 12:49 CET by Thomas De Maesschalck
DigiTimes writes the pricing of memory chips is expected to rise at a slower pace in February. Prices were trending higher before the coronavirus outbreak but manufacturers are now hesitant to replenish stocks, which results in lower demand for memory chips: