DRAM to be in short supply in 2H 2021?

Posted on Tuesday, Dec 01 2020 @ 11:42 CET by Thomas De Maesschalck
DigiTimes warns supply of DRAM may not be able to meet demand in the second half of 2021. This year we saw lower and lower prices, but demand and supply are now expected to get back in balance in the first half of 2021. Current projections point to demand exceeding supply in the second half of next year, which should lead to higher prices. The report doesn't specify which segments of the DRAM market will be hit hardest.
The DRAM market may be heading towards demand-supply balance in first-half 2021, but warnings about shortages in second-half 2021 are being sounded by many in the memory sector, including PSMC chairman Frank Huang. In the IT sector, clients are advancing their orders for cloud servers on concerns about a repeat of the disruptions to their supply chains by COVID-19. The displays sector has already seen months of tight supply for LCD panels, which observers believe underlies a recent contract dispute between Corning and panel maker SDP.

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Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.

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