美光跳電導致現貨交易商停止報價,DRAM - 3C

By Cara
at 2020-12-05T16:06
at 2020-12-05T16:06
Table of Contents
美光跳電導致現貨交易商停止報價,DRAM 價格可能將提前止跌上揚
https://bit.ly/2JQTpIG
12 月 3 日晚間,一份由調研機構 TrendForce 出具的最新報告揭露,全球記憶體大廠美
光(Micron)旗下台灣美光晶圓科技股份有限公司(MTTW)位於台灣林口的工廠,在 3
日下午無預警發生跳電事件。而跳電事件後隔(4)日也傳出,包括各大模組廠以及其他
現貨交易商皆已暫停報價。
而根據 TrendForce 最新的報告內容則提到,MTTW 林口廠跳電的狀況延續了兩個多小時
,造成部分產線爐管的損壞,預估受影響的產能約 MTTW 一週的量。
據 TrendForce 的報告內容,美光跳電的事件已對最敏感的現貨市場造成影響,在消息傳
出後,各大模組廠在 3 日晚間就已暫停報價,而其他的交易商則在 4 日上午紛紛跟進暫
停報價。而這個突發事件也激起買方市場的備貨意願,TrendForce 預估,此事件將開啟
合約與現貨價格的漲勢,將使這波報價的上漲周期提前啟動。
而以受損害的產能來看,TrendForce 預估將對伺服器 DRAM 造成的影響最大,
TrendForce 也隨之調整對伺服器 DRAM 價格的預期,由原先預估第一季價格微幅下跌,
直接調高預期為「微幅上漲」。
--
通路:我們已經超前部屬了
--
https://bit.ly/2JQTpIG
12 月 3 日晚間,一份由調研機構 TrendForce 出具的最新報告揭露,全球記憶體大廠美
光(Micron)旗下台灣美光晶圓科技股份有限公司(MTTW)位於台灣林口的工廠,在 3
日下午無預警發生跳電事件。而跳電事件後隔(4)日也傳出,包括各大模組廠以及其他
現貨交易商皆已暫停報價。
而根據 TrendForce 最新的報告內容則提到,MTTW 林口廠跳電的狀況延續了兩個多小時
,造成部分產線爐管的損壞,預估受影響的產能約 MTTW 一週的量。
據 TrendForce 的報告內容,美光跳電的事件已對最敏感的現貨市場造成影響,在消息傳
出後,各大模組廠在 3 日晚間就已暫停報價,而其他的交易商則在 4 日上午紛紛跟進暫
停報價。而這個突發事件也激起買方市場的備貨意願,TrendForce 預估,此事件將開啟
合約與現貨價格的漲勢,將使這波報價的上漲周期提前啟動。
而以受損害的產能來看,TrendForce 預估將對伺服器 DRAM 造成的影響最大,
TrendForce 也隨之調整對伺服器 DRAM 價格的預期,由原先預估第一季價格微幅下跌,
直接調高預期為「微幅上漲」。
--
通路:我們已經超前部屬了
--
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