Ceny pamięci przestały spadać
Po trwającej od roku jeździe w dół ceny stabilizują się. W 2020 r. mogą znowu pójść w górę - uważają analitycy.

"Wszystko wskazuje na to, że ceny najpopularniejszych pamięci DRAM do komputerów pozostaną stabilne" – ocenia DRAMeXchange, dział Trendforce, w analizie dotyczącej III kw. br. Według analityków w sierpniu br. ceny kontraktowe utrzymały się na zbliżonym poziomie do lipca br. i podobne będą w podsumowaniu września. Przykładowo moduły do PC o pojemności 8 GB kosztowały w sierpniu br. średnio 25,50 dol. – ustaliło DRAMeXchange.
Jeszcze na początku czerwca br. przewidywano, że w III i IV kw. br. ceny DRAM (wszystkich rodzajów) stopnieją w dwucyfrowej skali. Nowa prognoza pokazuje jednak, jak dynamicznie zmienia się otoczenie rynkowe.
Otóż według DRAMeXchange zatrzymanie spadków jest związane ze zwiększonymi zakupami producentów PC, którzy robili zapasy w związku z obawą zaburzeń w produkcji DRAM z powodu konfliktu handlowego Japonii z Koreą Płd. Dotyczy on m.in. dostaw surowców do produkcji pamięci, a koreańskie koncerny z Samsungiem na czele należą do największych producentów DRAM. Także konflikt handlowy USA z Chinami i ryzyko wprowadzenia ceł m.in. na PC w grudniu br. skłania koncerny komputerowe do kolejnych zamówień podzespołów. Dzięki temu zapasy producentów DRAM zmniejszyły się, a ceny przestały spadać.
W 2020 r. przewidywany jest wzrost podaży na rynku DRAM w przeliczeniu na bity o 12,5 proc. – to najmniej od 10 lat. Producenci pamięci starają się zwiększyć rentowność, tnąc inwestycje. Analitycy przewidują, że z powodu ograniczenia podaży ceny DRAM zaczną rosnąć w połowie 2020 r.
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Opóźnienie masowej produkcji procesorów serwerowych Intela
To dobrodziejstwo dla AMD - twierdzą analitycy. Wskazują też inny powód, dlaczego klienci będą preferować tę markę.
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