DRAM supply has already fallen short of demand with the chip shortages worsening. DRAM contract prices are expected to continue rising in second-quarter 2021. The coronavirus pandemic has decimated many industries, but the semiconductor sector has thrived against all odds, HPC, 5G, AI, and automotive applications will be driving the global semiconductor market growth in 2021 and beyond, according to SEMI. But components shortage remains a headache in the meantime. Acer expects global demand for notebooks and other PCs to remain strong due to the pandemic-induced stay-home needs, but supply will be constrained by component shortages until thid-quaerter 2021.
DRAM contract prices set to continue growing in 2Q21: DRAM contract prices are set to continue rising in the second quarter of 2021, according to Nanya Technology, which has reported sequential and on-year increases in February revenue.
SEMI upbeat about semiconductor market outlook: The emerging 5G, HPC, AI and automotive applications will be driving the global semiconductor market growth in 2021 and over the next several years, according to Clark Tseng, director of Industry Research and Statistics at SEMI.
PC supply to remain constrained until 3Q21, says Acer chairman: The global supply of notebooks and other PCs will remain constrained all the way to the third quarter of this year as components continue to be in tight supply, according to Acer chairman and CEO Jason Chen.