According to TrendForce, the global DRAM memory market revenue will grow 6.5% consecutively in the second quarter of 2022 to reach $25.59 billion. At this time, certain DRAM suppliers were able to boost bit shipments.
PC and mobile DRAM sales were hit hard by inflation and weak demand in the second quarter, but demand for server DRAM remained strong, with the industry’s top three suppliers delivering 5-10% streak shipments TrendForce shows that we are recording an increase.
According to TrendForce, Samsung Electronics, SK Hynix, and Micron Technology all posted successive increases in DRAM revenue in the second quarter and maintained a combined 70.9% share of the global DRAM market in the fourth quarter. Thanks to strong demand for servers and automotive electronics, Micron’s DRAM business recorded his 9.7% surge in the second quarter, a consecutive growth rate he surpassed Samsung and SK Hynix.
However, the top three DRAM suppliers are poised to see consecutive revenue declines in the third quarter of 2022 due to customer destocking and drop in chip ASPs, TrendForce points out.
Samsung will continue to ramp up wafer starts this year, bringing a new fab called P3L into operation, which will start contributing to total DRAM production in early 2023, TrendForce shows. Samsung plans to manufacture DRAM chips manufactured using 1 alpha nanometer process technology in its new fab.
According to TrendForce, SK Hynix’s total wafer starts will see a “slight increase” in 2022. SK Hynix is ramping up production at Fab M16 and its Wuxi factory in China, allocating production lines for logic chips to Fab M10.
According to Trendforce, Micron has no plans to add fab capacity in 2022. Acquisition of fab tools is for technology transitions as the chip vendor intends to maintain a total wafer start. Micron has introduced his 1-alpha nanometer process manufacturing and plans to start production of his new 1-beta nanometer process at the company’s Japan-based fab later this year.
https://www.digitimes.com/news/a20220816VL200/dram-memory-chips-micron-samsung-electronics-sk-hynix.html Global DRAM sales grow 6.5% in 2Q22, according to TrendForce