Severe changes in memory supply and demand

In the first half of 2013, DRAM quoted price rose 1 times, NAND Flash quotation also maintained high grade, and the memory module earned King Wang substitutions. Wei Gang (3260) earned 5.35 yuan per share after tax in the second quarter, which is the total after-tax tax per share for the first half of the year. 8.55 yuan, sit on the profit leader. Looking forward to the second half of the year, Micron, the world’s second-largest DRAM supplier, declared that it will no longer expand its 12-inch wafer fab. It will invest more cautiously, seeking profits more than market share, and the DRAM industry will bid farewell to the skyrocketing era. .

The DRAM industry has come out of many years, and salted fish has turned upside down. The quotation has doubled in the short-term and half a year. It has affected the changes in the memory module factory layout. A-Gon delivered the tightest supply in DRAM, and the big Korean manufacturers turned their production capacity into Mobile. At the time of RAM, it signed a supply contract with Micron, which controls most of the world's PC DRAM production capacity. Chairman Chen Libai ran for the headquarters of Micron, and in 2013, with the help of abundant supply of goods, profits rose.