At present, the memory factories in China are operating normally

TrendForce: At present, memory factories in China are operating normally, and the epidemic has not caused supply problems
 
In response to the impact of the epidemic on the global memory industry, a DRAMeXchange survey indicates that no DRAM and NAND Flash factories in China are currently partially or fully shut down, which means that the production volume will be short-term. Will not be affected. In addition, the contract price of the first quarter has been negotiated and completed. Therefore, the consulting firm maintains its forecast of a slight increase in the contract prices of DRAM and NAND Flash in the first quarter.
 
From the perspective of DRAM supply, Changxin Storage, a major DRAM production center in China, is located in Hefei near Wuhan. At present, the factory is still operating normally. The expansion plan is carried out according to schedule and will not be affected by the epidemic in the short term. In terms of transportation, Changxin Storage is one of the key semiconductor companies in China. It has a national special license and is not affected by the current ban. Therefore, customers in China can ship on time. Another Chinese DRAM maker, Fujian Jinhua, has a similar situation to Changxin Storage, and the factory operates as usual.
 
In terms of the original DRAM factory, only the SK Hynix Wuxi factory is located in China. Because it is far from Wuhan, the direct impact is not great, and how early the factory employees have scheduled shifts during the Spring Festival, so the production line is still as usual Operation. On the whole, the actual impact of DRAM production is not significant, but it is still necessary to observe whether the overall logistics and transportation system is affected by the epidemic situation and the shortage of materials.