[PConline News] Since the beginning of this year, the memory industry has seen a rising trend in prices that has become increasingly attractive. DRAM memory chips are currently dominated by Samsung, SK Hynix, and Micron, who together hold more than 90% of the global market share. However, Chinese manufacturers are now making strong moves to enter the semiconductor sector. Recently, Zhao Yi Innovation, a leading Chinese chip design company, signed a "Cooperation Agreement on Memory R&D Projects" with Hefei Industrial Investment (Group) Co., Ltd. The project is valued at approximately 18 billion yuan, signaling a major step forward for China's domestic memory industry.
Meanwhile, there was a notable price drop in the memory market today. For example, the Kingston DDR4-2400 8GB module, which had previously reached as high as 969 yuan, has now dropped to 849 yuan—more than a 12% decrease. This marks a significant decline, bringing it back to levels seen just a month ago. What’s driving this sudden drop? It seems like several memory manufacturers are cutting prices rapidly, possibly to gain market share or respond to new competition.
Just last October, Zhao Yi Innovation announced a partnership with Hefei City Industrial Investment Holding (Group) Co., Ltd. under a "Cooperation Agreement on Storage R&D Projects." The two companies agreed to develop 300mm wafers using a 19nm process for DRAM memory chips in the Hefei Economic Development Zone, Anhui Province. The total investment is expected to be around 18 billion yuan, with a goal of achieving a yield rate of no less than 10% by the end of 2018.
On October 31st, according to media reports, Samsung, which had previously resisted increasing production capacity, is now planning to expand its DRAM manufacturing capabilities. SK Hynix and Micron also appear to be reacting to these changes. The big three are playing a counter-cyclical strategy—using price cuts to push out new entrants and raise barriers to entry, thereby reinforcing their dominant market positions.
In summary, it's clear why the memory market has recently experienced a price drop. With Chinese manufacturers making serious efforts to break into the semiconductor industry, the competitive landscape is shifting. While it's uncertain how long this price reduction will last, it's a positive sign for consumers hoping to benefit from more affordable memory options. We'll keep an eye on how this plays out in the coming months.
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