DRAM's original factory is currently facing long-term losses and recession, and the market generally believes that prices have fallen to the bottom, and a wave of price increases by giants seems to be brewing. Industry insiders have revealed that in the face of the traditional peak season in the industry, the three major factories are planning to increase the contract prices of DRAM for the next quarter, with a target increase of 7% -8%. (Note: The three original manufacturers generally refer to Samsung, SK Hynix and Micron.)

At present, it is still in a tug of war at the end of the season. The report points out that although there are still doubts about inventory and no obvious recovery in terminal demand, entering a tug of war at least represents the industry's bottom and the possibility of recovery.

According to industry vertical media today, some mobile phone and server manufacturers have started to improve their order releases recently. Due to the increase in product growth that is also within the acceptable range, and the expected effect of factory production reduction in the second half of the year, core customers have basically accepted the reality that the storage market has declined and cannot be reduced.

In the field of mobile devices, due to different price benchmarks among manufacturers, it is expected that Q3 LPDDR5/5x will generally increase by 10% -20%, with a strong willingness to increase to above 0.2-0.22 US dollars/GB. Some manufacturers still have uncertainty in supply and pricing; In the field of servers, the inventory levels of major domestic server manufacturers have fallen back to a healthy level. Recently, there has been an increase in market inquiries, and some manufacturers have begun to release orders. In addition, the demand for DDR5 products in the server market has significantly increased, and it is expected that DDR5 products will slightly increase by 5% in Q3; HBM is expected to report a slight increase in Q3, but the specific landing range remains to be determined.