According to several practitioners reflects the current memory chip orders for delivery in almost all years ago, because there is no epidemic affecting demand for new orders. For the market within the industry, the industry and more on the optimistic attitude, I believe this year's order demand will improve slowly as the epidemic into a strong second half in short supply situation may arise.
NAND Flash: Because the SSD is out of stock, leading to an increase in large-capacity Nand Flash recent inquiry, but because of the large capacity Nand Flash high-priced, low-level circulation rarely stocking inventory continued to decline, supply is also more conservative.
5G by stimulating demand, coupled with a variety of products equipped with the proportion of SSD capacity significantly improved, terminals are actively stocking, have become stimulate demand for Nand Flash warming kinetic energy, NAND price trend this year is expected to steady up in the second half may face supply shortages .
As the stock prices of the phenomenon may continue for some time, the industry has recommended SSD related needs may consider appropriate stocking.
Nor Flash: Recently, Nor Flash brand showed a rising trend after the Spring Festival.
Micron, the recent prices are relatively stable, but compared to other brands, the price is still relatively high.
And Cypress, after the Spring Festival Nor Flash showed a rising trend, high-capacity models rose significantly.
Winbond late 2019 Q4 quarter, 16M to 256M prices continued today, and all sub-state goods, large price changes, the price of the goods need to confirm the points after arrival. Since 5G and other projects, will further affect the wafer supply and production capacity, the overall bullish trend for the latter.