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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Elroy who wrote (86636)3/16/2021 1:06:42 PM
From: Sam1 Recommendation

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Sr K

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You have break down different types of DRAM. Here is an excerpt from that article--my bolding:


Since buyers of PC DRAM products are now carrying a relatively low level of inventory (i.e., around 4-5 weeks) and anticipating that DRAM prices will keep rising in the foreseeable future, they have been further ramping up their DRAM procurement activities. With regards to supply, the three dominant DRAM suppliers retain a conservative approach for raising bit output. The production capacity share of PC DRAM could experience a squeeze in the future because of robust demand in other application segments. For instance, some smartphone brands continue to vigorously stock up on memory components. Also, the demand for server DRAM products are expected to warm up rapidly in 2Q21. All in all, contract prices of PC DRAM products will register significant QoQ increases of 13-18% for 2Q21.

So buyers of PC DRAM have low levels of inventory, they have high demand for their product, DRAM vendors have been experiencing higher demand from other DRAM users so PC vendors are trying to stock up now both to meet demand and build their inventory.
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