The shortfall in the server DRAM supply may ease in the second half, as evidenced by the increasing shipment fulfillment rate in the past several quarters, said DRAMeXchange, a division of TrendForce.
The report said average shipment fulfillment rate has topped 80 percent now, thanks to the adjustment of output share of server DRAM by DRAM suppliers, which has helped to ease the tight supply situation, says Mark Liu, senior analyst of DRAMeXchange.
The prices of 32 GB server modules to be shipped to the first-tier firms in Q3 may advance by 1-2 percent to $320.
Affected by the increased penetration rates of Intel’s Purley and AMD’s Naples platform, the average density and penetration rate of 32 GB product lines will increase in the second half, sustaining the demands for server DRAM.
The stocking-up demands for Intel’s new solutions will remain robust, with shipment still mainly for data centers in North America and China. The penetration rate of Intel’s Purley platform is expected to approach 80 percent in Q4, up from over 50 percent. Penetration rate of 32 GB server modules will exceed 70 percent by the end of the year.
