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Ken Kuo Research Vice President, DRAMeXchange |
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Biography Areas of Coverage: DRAM, Server DIMM, Consumer DRAM Years of Experience :ASUS Murata Buffalo JP Education:Chinese Culture University’s Information and Communications Technology program Ken Kuo, AVP of DRAMeXchange, is in charge of DRAM market analysis with emphasis on the supply side of the industry. He holds B.S. degrees in Software Engineering and Communication. He has over 10 years of experience in the IC industry and 8 years in the DRAM industry. Before joining DRAMeXchange, Ken worked at Murata Manufacturing Co., Hirose Electronic, and Buffalo Technology. Abstract The annual bit output growth of the global DRAM industry for this year is estimated around 21%, which would be slightly higher than last year’s but still lower than the average growth rate of the recent past several years. While first-tier DRAM suppliers are going to expand their production capacity, their newly added capacity will not be available until the end of this year or the start of 2019. DRAM supply will generally remain tight in this year’s first half. By application, the largest share of the industry’s overall bit output belongs to mobile DRAM products on account of smartphone shipments worldwide. On the other hand, server DRAM products have seen the fastest market growth due to the strong demand related to cloud computing and AI solutions for big data. TrendForce expects the DRAM market will continue to be an oligopoly of three suppliers during 2018. Prices of DRAM products will remain high, though sharp upswings will be rare. Therefore, suppliers can also expect healthy profit. |
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