We use cookies to improve your online experience. By continuing browsing this website, we assume you agree our use of cookies.
Home
Products
Hot Stock
TI Hot parts
CHIP/IC
CHIP / IC
Active devices
Diode / Transistor Crystal oscillator
Passive device
Capacitor Resistor Inductor
Components
Switch Connector Potentiometer LED/Nixie tube Bridge Rectifiers Connecting cables Relay Module Fuse tube PCB boards Speakers/Pickup Transmitter/receiver Component combination Other components
MORE
MORE (1) MORE (2) MORE (3) MORE (4) MORE (5)
OTHER
OTHER IC
.
XT Series
UA Series
LT Series
HM Series
PI Series
KM Series
WD Series
RP Series
FK Series
FS Series
DC Series
TD Series
FP Series
AI Series
VB Series
CH Series
TJ Series
EP Series
DD Series
KK Series
NR Series
JF Series
UN Series
TY Series
CJ Series
LN Series
BD Series
KD Series
UY Series
LK Series
ET Series
UB Series
CT Series
VT Series
TE Series
HV Series
DK Series
UP Series
FO Series
KX Series
US Series
VM Series
XS Series
GM Series
SS Series
HP Series
PR Series
DE Series
VL Series
VW Series
MT Series
AL Series
GL Series
XC Series
UL Series
EF Series
HC Series
DH Series
AO Series
TG Series
PM Series
RF Series
GN Series
LY Series
BZ Series
BT Series
IM Series
UG Series
IT Series
PW Series
SH Series
HR Series
HI Series
HZ Series
BN Series
IC Series
IS Series
AE Series
PN Series
VP Series
GD Series
AB Series
CW Series
Hot Stock
RFQ
Contact Us
Who We Are
What We Do
Industry News
Home > Industry News

Samsung, SK Hynix and Micron in the first half of 2024 crop rate rose comprehensively

Views : 55
Update time : 2024-01-29 11:13:16
        AI driven storage demand, Samsung, SK Hynix and Micron 2024 first half of the crop rate rose comprehensively, Samsung first quarter from 77% upwardly revised to 81%, the second quarter will continue to 85% upwardly revised to 89%; SK Hynix first quarter from 92% upwardly revised to 94%, the second quarter continued to be upwardly revised to 95%; the United States light in the first quarter from 95% upwardly revised to 98%.
        There are market views that this round of storage chip prices "turnaround", is typical of the industry supply and demand for mutual achievement of the results. For chip manufacturers, in the industry experienced a 2022 hit, Samsung Electronics, SK Hynix as the representative of the storage giants are not a small degree of performance decline or even losses, so the "price" plus "production cuts" began to become the various storage Manufacturers of consensus. 
        Industry sources believe that the original factory's crop rate and capital expenditures upward revision, mainly to reflect the inventory to complete, and since the fourth quarter of 2023, cell phones and PC demand turned good, coupled with the rise of AI, AI servers, AI PCs and AI cell phones are listed one after another, driven by the rise in demand for storage. It is expected that the three major suppliers will continue to reduce production until the middle of 2024, and the capital expenditure and output will be focused on better-margin products such as high-bandwidth storage (HBM) and DDR5. 
        In addition, according to Canalys, a number of AIPC products are expected to be launched from 2024 onwards, driving the rapid growth of AIPC shipments from 25 million units in 2022 to at least 50 million units, accounting for approximately 19% of overall PC shipments. 2027 shipments are expected to exceed 175 million units, which will account for 60% of the overall PC market share, making them the PC market's Mainstream products. It is expected that as the performance of AIPC continues to improve, the memory and flash memory capacity it carries will also continue to grow, and AIPC will become an important driver of growth in the storage industry in the next few years.
 
Previous :
Next :
Related News
Read More >>
Qingming Festival holiday notice Qingming Festival holiday notice
Apr .02.2024
On April 4th, it is the traditional Chinese festival Qingming Festival. According to traditional customs, we will return to our hometown to worship, ancestor worship, and tomb sweeping. We will enjoy a three-day holiday and return to our hometown to worsh
Microchip Technology Announces Qi® v2.0 Compliant, dsPIC33-Based Reference Designs Microchip Technology Announces Qi® v2.0 Compliant, dsPIC33-Based Reference Designs
Mar .30.2024
Microchip has officially released the ISO 26262 functional safety package for dsPIC33C digital signal controllers (DSC), PIC18, and AVR microcontrollers (MCU), accelerating the development of safety critical designs for ASIL B and ASIL C safety levels and
Easter Notice Easter Notice
Mar .29.2024
During the Easter holiday, SIC Electronics’ companies in the United States, Hong Kong, and the United Kingdom are on holiday, but employees of the Chinese company work normally.
Infineon launches low-cost, low-power, long-distance Bluetooth module CYW20822-P4TAI040 Infineon launches low-cost, low-power, long-distance Bluetooth module CYW20822-P4TAI040
Mar .28.2024
Infineon Technology Co., Ltd. recently announced the launch of the latest Bluetooth module CYW20822-P4TAI040, which has achieved new breakthroughs in low power consumption and coverage, promoting the further development of wireless connection technology i
Email