IBIDF - Key Takeaways From Our Visits To Japan/Taiwan
DRAM contract prices to slide until 2Q19; Cascade and edge computing will save server DRAM
We visited major IT hardware (H/W) companies in Japan and Taiwan from November 26 to 30 to address the key topics of interest in the IT H/W sector. What we learned from our visits are as follows: 1) while DRAM contract prices are expected to decline until 2Q19, server DRAM capacity is expected to increase as Intel's (INTC) server CPU is upgraded to Cascade Lake, and 5G-driven demand for edge computing should spur demand for server DRAM for