■ SEMICONDUCTOR_[Export Data] Preliminary monthly DRAM exports of $17.2 trillion (YoY +22%)/NAND exports of $2.97 trillion (YoY -65%) for 25.01 (January-10), NAND continued sluggish
- 25.01 (January-10) Monthly convertible exports provisional DRAM YoY +22% and NAND YoY -65%
- Slow price per unit weight for both DRAM and NAND
- Semiconductor Index YoY Growth wants to lift its head, but it takes 5-6 months to recover, and 2-3 months to fall
- Various charts are available on the profile blog.
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*** We cannot confirm whether you have any stocks related to the time of writing the post. Semiconductor NAND (flash memory) exports continue to remain sluggish. The preliminary monthly conversion estimate for the month of 25.01 (Jan. 10) shows YoY +22% rise to $17.2 trillion in DRAM exports, while YoY -65% reverse growth to $2.97 trillion in NAND exports. Prices per unit weight of DRAM and NAND also seem to be slow. DRAM prices have been falling since 24.10 October. The export data of the semiconductor customs office has not been released on the 1st to 10th, but when I look at the TRASS data, I don’t think it will grow to the 30% range like the previous month. But when you look at the semiconductor index YoY Growth, you lift your head. It seems that all the bad news is reflected. However, I personally believe that we need time for when and how much we can bet on semiconductors. As I keep saying, if we fall into the negative (-) segment of the semiconductor index YoY Grwoth, it will last 5-6 months. To bet with confidence, we need to observe more and check the trigger.