Level 12
Trendforce, via its market analysis division DRAMeXchange, announced yesterday that it expected DRAM pricing to fall even more than previously estimated. The motive behind this is Huawei's ban following the US-China trade war, which will limit Huawei's ability to deliver its server and, especially, smartphone products. With companies being banned from trading with the Chinese firm, a voracious consumer of the US-tied DRAM production has just evaporated without a trace. This means increasing inventories amidst a freeze in demand due to uncertainty in the overall markets, which will obviously tip the supply-demand balance.

This has led TrendForce to officially adjust its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15% decline, with an additional 10% decline in the fourth quarter. And of course, after prices hit rock bottom, they can only go up, which is why DRAMeXchange expects prices can only increase - and DRAM manufacturers' outlook improve - come 2020. Gear up for those DRAM upgrades this year, folks.

--personal note: if so, now I can afford another 16 gb ddr4 more comfortably. Let's see if it actually pans out.

Local Host

Level 19
This is a report from a single company, all the major DRAM suppliers were already decreasing output in order to increase DRAM prices (they had more than they were selling, which caused the low prices).

So they expecting a price drop, when the major manufacturers are actually trying to increase the price, shows lack of knowledge from their part.

Plus Huawei is not leaving the market, is not like they sell that many devices in the USA in the first place (their biggest market share is actually outside the USA).