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Major storage companies are expecting server customers to restart stocking next year.

  • Author:VITEK
  • Source:chinaflashmarket.com
  • Release on:2020-10-19
Will server DRAM demand rebound strongly next year? Major storage companies are expecting server customers to restart stocking next year.


Recently, South Asia Section expects server manufacturers to restart DRAM procurement momentum after the fourth quarter server manufacturer inventory adjustment and the introduction of new servers. 

SK Helix is also optimistic that server storage device demand side inventory is expected to return to normal levels in the fourth quarter, and expects server storage devices to start rebounding next year after a fourth-quarter price decline.

Wei Gang also pointed out that next year will be the world's fastest 5G construction year, strong demand for data centers, the United States, China's server manufacturers are watching, hoping to reduce prices, and then put inventory.

In the first half of this year, the cloud data center market customers pull strong, and due to fear of supply chain disruption, and advance stocking, resulting in server DRAM demand in the third quarter into a correction phase, but as the demand side inventory level gradually stabilized, server DRAM demand is expected to restart growth.