DRAM capex to fall

DRAM capex is likely to fall by 10% to about $18 billion in 2019, reckons DRAMeXchange,  following a sharp downturn in contract pricing in Q4. Samsung is cutting DRAM capex to $8 billion, Hynix to $5.5 billion and Micron to $3 billion. While Samsung and Hynix have gross margins over 80%, Micron’s is 60%. DRAMeXchange ...

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