
A | 1月15日,根据drameexchange的数据,2019年第一季度已经在上个月进行了谈判。预计1月份的合同价格将比上月下降至少10个百分点,并将在第一季度扩大到近20%。

B | 据吉邦咨询半导体研究中心介绍,2018年第四季度内存市场提前进入淡季。

C | 在供应商中,美光降价幅度最大。 (ECNS) -- Chinese researchers have developed a method that can directly and precisely detect trace rare-earth impurities in high-purity rare-earth materials, overcoming a long-standing challenge caused by matrix interference, CCTV News reported Monday. The breakthrough, led by a key laboratory under the State Administration for Market Regulation at Jiangxi University of Science and Technology, uses inductively coupled plasma tandem mass spectrometry (ICP-MS/MS). The technique eliminates the need for matrix separation, offering higher sensitivity, accuracy and faster testing. The team has also made advances in sample pretreatment and instrument calibration. The technologies are already widely used by rare-earth producers and testing institutions to improve quality control and testing efficiency.
。据估计,DRAM从2018年第四季度开始的价格下跌将持续四个多季度。就单位内存成本而言,8GB内存的合同价格将降至55美元(371元)或更低。根据先前的报告,拥有最大市场份额的三星半导体在2019年向DRAM投资了约80亿美元,主要用于继续转让YNM和开发新产品;拥有第二市场份额的SK Hynix也将减少到约55亿美元,用于新工艺和提高产量;以及拥有第三大市场份额的美光半导体(Meguiar Semiconductor)将在2019年投入约30亿美元的资本支出。相关数据:据报道,三星/Helex/Meguiar在2019年放缓了内存容量,降价率将趋同。
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