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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (84854)	4/5/2020 9:55:42 PM
From: Elroy	1 Recommendation Recommended By Return to Sender Respond to of 95383

The China Flash Market website continues to show modest price declines in DRAM and NAND products. Nothing big, but the price direction here is DOWN. My hunch - OEMs are over ordering to avoid supply constraints due to all the shutdowns that are occurring across the planet, but they're now building inventory for future sales, which will likely come in below expectations which existed prior to the pandemic. So Q1 might be OK, and to a lesser degree Q2, but H2 2020 may have sales decline meaningfully as supply chains normalize, and then OEM's have to sell of the excess inventory built up in Q1. That's my guess about what is going on. en.chinaflashmarket.com Here's the 256GB TLC wafer price peaking a few weeks ago, and now heading down. There are similar price declines in various DRAM, mobile card and SSD prices.

To: Elroy who wrote (84854)

4/14/2020 12:55:00 AM

From: Elroy

1 Recommendation

Recommended By
Return to Sender

Respond to of 95383

No big price moves this week, Corsair down a few bucks, Crucial up the same amount. What is going on out there is SSD world? Hard to say, hard to say.....

I'm doing a little project to try to track NAND pricing.
I've chosen six SSD models. And I've bookmarked the product's sales page on NewEgg.com. Here they are:

Plextor M9Pe AIC 256GB NVMe PCI-Express 3.0 x4 3D NAND Internal Solid State Drive (SSD)

newegg.com

WD Blue 3D NAND 250GB PC SSD - SATA III 6 Gb/s 2.5"/7mm Solid State Drive

newegg.com

Crucial MX500 M.2 2280 1TB SATA III 3D NAND Internal Solid State Drive (SSD)

newegg.com

SAMSUNG 860 EVO Series 2.5" 250GB SATA III 3D NAND Internal Solid State Drive (SSD)
newegg.com

Intel 760p Series M.2 2280 256GB PCI-Express 3.0 x4 3D2 TLC
newegg.com

Corsair Force MP510 M.2 2280 480GB PCI-Express 3.0 x4, NVMe 1.3 3D TLC Internal Solid State Drive (SSD)
newegg.com

---------------------------------

I've grabbed their current price off of NewEgg and stored it in a spreadsheet. As follows

Date	Plextor PCIe 3D NAND 256GB	WD SATA-3 3D NAND 256GB	Crucial SATA-3 3D NAND 1TB	Samsung SATA-3 3D NAND 256GB	Intel 760p 256GB PCIe 3.0	Corsair Force MP510 400GB	Price Change From Last Update?

	Plextor	WD	Crucial	Samsung	Intel	Corsair

6-Sep-18	$110	$68	$192	$76

19-Nov-18	$90	$54	$140	$58	$88

17-Jan-19	$98	$50	$135	$58	$99	$121

15-Mar-19	$65	$50	$135	$61	$72	$120

22-May-19	$73	$50	$120	$58	$50	$77

25-Jul-19	$70	$50	$110	$54	$67	$81

25-Sep-19	$39	$49	$108	$55	$49	$92

14-Oct-19	$61	$50	$108	$60	$61	$75

6-Dec-19	$60	$55	$108	$60	$70	$86

11-Dec-19	$60	$55	$117	$55	$86	$70

19-Dec-19	$60	$48	$110	$55	$84	$70

15-Jan-20	$57	$50	$106	$58	$82	$110

10-Feb-20	$57	$49	$125	$60	$83	$90

13-Feb-20	$57	$49	$102	$60	$82	$90

1-Mar-20	$57	$49	$111	$60	$83	$102

18-Mar-20	$68	$44	$120	$59	$90	$108

28-Mar-20	$69	$49	$120	$66	$90	$112

7-Apr-20	$69	$50	$123	$67	$90	$114

14-Apr-20	$69	$50	$126	$67	$90	$111	Crucial up a bit, Corsair down a bit