TrendForce forecasts that the average DRAM price in the fourth quarter will begin to fall, and some products with excessive inventory will fall by more than 5%, and the overall average DRAM price will fall by 3-8%.
“As DRAM suppliers are generally carrying a healthy level of inventory, most of their clients in the end-product markets are carrying a higher level of DRAM inventory than what is considered healthy, meaning these clients will be less willing to procure additional DRAM going forward,” says TrendForce.
TrendForce pointed out that with the increase in the Covid-19 vaccination rate, demand for laptops is no longer as strong as during the epidemic, especially in the Chromebook field. It is expected that the overall laptop production volume in the fourth quarter will decline. Therefore, the supply of standard memory for computers will no longer be tight.
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