General manager of NANYA thinks the price of memory will rise in the second half of year and Q2 will be a turning point.

According to Taiwan Investor, Li Peiying, general manager of NANYA, thinks that global economic development in 2019 is a slowdown. Uncertainty in trade disputes between China and USA makes everyone's planning a little conservative. In addition, the problem of Intel CPU shortage has not been thoroughly solved, affecting PC shipments. He believes affected by these factors, the memory industry will still become depressed in the first half of this year. By the third quarter, shipments should have improved and Intel CPU shipments should have returned to normal at that time. The demand for memory in the second half of the year will be better than that in the first half.
Q2 may be a turning point. The market demand deteriorated from the end of the third quarter and the beginning of the fourth quarter of last year. Decline in the server market is the most serious during this downturn cycle. In the fourth quarter of last year, memory demand in the server market fell sharply, but there is an opportunity to rebound in the second quarter of this year, when the price reduction may slow down. However, the trend in the second quarter should still drop, a little possibility of stopping an decline. Unfortunately, the price of memory in the third quarter may enter an upward cycle, so those who want to buy memory should take actions at the right time.