Friday, February 2nd 2018

NDRC, Samsung to Sign MOU That Could Moderate DRAM Prices, Increase Production

PC hardware enthusiasts all over (but particularly in our own forums) have been adamant in how this is one of the worst times to be building a new system. And it's true; the DIY market is a mess right now, as our own btarunr mentioned in his latest editorial; so much so, that in a full reversal of years and years of experience, users might now actually be better served in the $/performance department by buying their systems from boutique retailers, than by acquiring all of the parts separately. It's a mad, mad world out there, for a multitude of reasons; but one such reason is DRAM pricing. And fortunately, it seems that China's National Development and Reform Commission (NDRC) is on the verge of signing a Memorandum Of Understanding (MOU) with Samsung that might help the DRAM market as a whole.
As reported by DRAMeXchange, a division of TrendForce, rising prices in the DRAM market prompted the NDRC to approach Samsung, which led to the MOU, which is believed to include details of further cooperation in semiconductor industry, such as expanding investment in China and technical collaboration. With China's position as the world's largest importer of DRAM, it's understandable why Samsung wouldn't want to antagonize the country too much, and would be willing to cede some ground. As a result of the MOU, and according to Avril Wu, research director of DRAMeXchange, two key potentiators of DRAM pricing may be affected: constrained, limited price growth in the face of expected, continued tight supply; and partly as a result, increased focus from manufacturers towards increasing production capacity, and thus supply, in order to compensate for the slower increase in revenue from more controlled price increases.

Very, very interestingly (readers will give this their own amount of relevance, naturally), this news comes some weeks after it was outed by media outlets that the same NDRC could be looking into DRAM and NAND price-fixing efforts from manufacturers. Coincidence? Sources: DRAM Exchange, via Reddit
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11 Comments on NDRC, Samsung to Sign MOU That Could Moderate DRAM Prices, Increase Production

#2
dicktracy
Samsung preping their April 1st joke ahead of time.
Posted on Reply
#3
_JP_
Samsung was all like:
"Let's talk, shall we?"
Posted on Reply
#4
Basard
SO they will just sign a piece of paper that says we all have to pay out the nose for RAM until we die from DDR3 poisoning.
Posted on Reply
#5
timta2
How about an agreement to end the limiting of supply, price-fixing, greed, and corruption?

Yeah, I didn't think so.
Posted on Reply
#6
eidairaman1
The Exiled Airman
Man haven't heard that acronym since about 6 years ago when I was still an Airman
Posted on Reply
#7
woopadidoo
So they might be close to add an exception addendum to supply a few select chinese only companies for an agreement on a price exemption on their price fixing cartel and the rest can suck it? Somehow saying it might change anything is just brainwashing/ed or very wishful thinking.

All this indicates is some bank accounts will get a gift to look away and write and sing how everything is fine.
Posted on Reply
#8
NC37
timta2 said:
How about an agreement to end the limiting of supply, price-fixing, greed, and corruption?

Yeah, I didn't think so.
Come now, I for one am totally looking forward to the measily check I'll be getting 20yrs from now after the class action which sues the crap out of the DRAM industry, literally does sue the crap out of them....again. Isn't the first or the last time. Still remember my last check from the prior class action that came after 10 or 15 years and I was like...wtf is this? Then...ohhhhh, wow that took forever!

How bout we just save some time and start force feeding those asian CEOs real gold, then duct tape them over a big funnel while strong women named Sue beat it back out of them. Heh...
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#9
dj-electric
No threat is going to change the DRAM market, ever.
Price may go down a bit, but it will never be as low as it was late 2016
Posted on Reply
#10
lynx29
I don't get why everyone is so upset. I just bought some CAS 16 2x8GB DDR4 3200 PNY for $165 free ship no tax. I know' its like $40 higher than it used to be, but honestly thats not a bad price for those speeds. so meh. I am not upset at all. any higher and I would be little iffy though, yeah.
Posted on Reply
#11
_JP_
dj-electric said:
No threat is going to change the DRAM market, ever.
Price may go down a bit, but it will never be as low as it was late 2016
Or mid 2011.
Posted on Reply
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