PSA Technology / Semiconductors: DRAM Pricing
The Nikkei reported on 23 Oct that DRAM prices fell for the first time in 17 months in September – news which on the surface may not seem that surprising. Although the memory chip market is being helped in aggregate by AI-related demand for high bandwidth memory [HBM], the two main markets for quoted DRAM prices, smartphones and PCs, have been in the doldrums. Pelham Smithers discusses what is actually falling and what isn’t.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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