Market Insight-Newsletter from Quiksol

Dear customers and vendors, welcome to the Market Insights-Newsletter from Quiksol
that delivers timely and relevant market intelligence report to the electronics supply chain
industry. We hope you find this issue of Market Insights valuable, and we welcome your
feedback at Quiksol@quiksol.com.cn
Brands: Micron, Samsung, Hynix, Nanya, Kioxia, MXIC, Winbond, CPU, HDD

Memory spot market update:

Overview: In the first quarter of this year, there was a serious shortage of storage
products, and the spot price increased significantly which was far from the contract price.
Entering the new quarter Q2, storage capacity is still in short supply, and product’s
contract pricing have increased by about 20%, narrowing the gap with the spot market
price. Major original manufacturers expect this shortage of DRAM to continue until the
end of the year. Due to the continuous shortage of main control chips on the FLASH and
SSD side, I am afraid that the delivery time will continue to be lengthened.

DDR4: Recently, most of the demand is concentrated in the DDR4 4Gb part. A few days
ago, due to the big customers receiving the goods in the market, the market price has
increased greatly. In addition, the factor of the Q2 contract price increase, the customer
acceptance price also increased. The price of Samsung DDR4 4Gb has recently risen from
US$2.60 to around US$3.50, and the price of DDR4 8Gb has risen to around US$5.8. The
supply of Hynix DDR4 4Gb is very short, and the stock in the market are lesser. It is
difficult to get the original distribution; the price of 8Gb is stable at about US$5.5. At
present, many end customers still have a large demand gap. According to the original
storage factory, it is expected that the shortage will continue until the end of this year.
The market price will fluctuate up and down with the demand side recently. You might
consider getting in the inventory when the market price drops. Micron's price is nearly
10% to 20% lower than that of Samsung, and stock is still available. However, most
customers who use Samsung cannot use Micron as a substitute. In Nanya, the output is
very small and the price is much lower than that of Samsung.

DDR3: In the new quarter, Q2, DDR3 contract prices are expected to increase by about
20%. Due to the large increase in previous DDR3 products, they have been stable
recently, with small fluctuations. Samsung 2Gb is still the most in short supply at the
moment, the supply is still difficult to improve in the short term, and the price is stable at
around US$4.30; the DDR3 4Gb market has relatively large stocks in the market, and the
recent price has remained at around US$3.40. Hynix price the price of DDR3 4Gb is the
lowest among several major brands, and the price is maintained at around US$3.25.
Appropriate consideration may be given to match Hynix models. The DDR3 part is still in
short supply at the original factory, and the price should be difficult to drop sharply. You

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may consider buffering some safety stock when there’s price advantage. For Micron,
except for the two most common DDR3 4Gb and 2Gb materials, the remaining DDR3
series are seriously out of stock, the delivery time is extended, and the price might be
increased during delivery. For Nanya, the current price of DDR3 4Gb is stable at around
US$3.60. The 2Gb and 1Gb original factories have less output, and the price fluctuates
frequently.

Nand Flash: Since the Spring Festival, many brands of Nand Flash have been out of stock. Some
are out of stock and serious, such as ESMT, and some are out of stock one after another, such as
Macronix. Winbond’s Nand Flash 1Gb is also out of stock, and the market price has even been
reported to more than US$2.00. The spot price of Micron’s 8Gb Nand Flash once soared by
40%~50%. Due to the reduction in electricity meter usage for more than half a year last year, the
supply side did not have enough safety stocks for 1Gb and 2Gb SLV. Recently, the volume of
electricity meters has increased sharply. Leading to the rapid increase in prices of this part.

Nor Flash: For Winbond, the price of 1Gb remains high, and the market price is above US$2.00.
It is difficult to find the spot of 2Gb. For Macronix, the supply is insufficient, and the price is
steadily increasing. The delivery date has not improved, and the supply side expects that the price
will continue to rise. For EXMT, the supply continues to be in short supply, and the price has
increased by 20-30% compared to previous month, and the amount of goods that can be allocated
is very scarce; the price of Micron 2Gb SLC has risen to around US$1.60, which is a bit
unmovable. 8Gb is relatively out of stock, and the price has more than doubled. In Kioxia, similar
to Micron, the price has been stable recently, and is not many huge demands. In summary: small
brands have been mainly lacking recently, and large brands have been stable recently.

EMMC: In Q2, the price of EMMC products has increased by about 20%. With the recent
substantial increase in product-side demand, EMMC products have risen again. The current supply
is very short, especially for the large-capacity parts above 16GB, and the spot price has risen
wildly. The price of EMMC 4GB is currently around US$3.30, the price of EMMC 8GB is
currently around US$4.40, the price of 16GB has risen from US$6.50 to around US$8.50 in just a
few days, and the spot price of 32GB has risen from US$12.00 to around US$15.00 in just a few
days. The terminal factory wanted to wait for the Q2 shortage to ease and reduce the purchase
cost, but it seems that the shortage situation is difficult to alleviate in the short term. It is best to
have stock on hand if there’s demand in near future. Samsung/Micron/Kioxia/SanDisk EMMC
4GB and 8GB are all very out of stock. The subsequent delivery date is not optimistic, and the
delivery price cannot be determined. It is recommended that customers to get stock as much as
possible.

Memory Module: Q2 The price of memory modules has risen by 15% to 20%. Server memory
modules are still in a very short supply, and many major customers have come out to find goods
one after another. The current contract price has been equal to the spot market price, and the spot

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market can only satisfy a small number of orders. In the short term, server products are still
difficult to be alleviated, and it is better to prepare corresponding inventory. In addition, the PC
memory module has seen a huge increase since Q1. Since the price has risen to a high level, it has
been relatively stable recently with small fluctuations. Continue to pay close attention to the
supply status of the original factory.

SSD: The contract price of SSD in the Q2 has increased by about 8%. At present, the supply of
SSD main control chips is still insufficient, resulting in delays in delivery, and channel vendors
have a small number of spot prices and not many quotations. Due to the expansion of server-side
and data center demand, and the large number of inquiries, the spot quantity cannot meet the needs
of the client at all. Only orders can be placed and the order delivery time is as high as about 8
weeks. SSD prices have bottomed out, coupled with the increase in demand, this trend of out-of-
stock price increases is likely to continue. It is recommended that those in demand should prepare
appropriate safety stocks as soon as possible.

Please take below tables as reference:

Table1-Dram spot price

Table2-NAND Flash spot price

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Table3-Memory module spot price

Table4-SSD spot price:

CPU Market

As we approach April, INTEL different product have different preferences. XEON, Mobile CPU
mostly are stable in the market, but some small LAN chip and South bridge face serious shortages,
and price moving up quickly.

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1. Notebook, Low end mobile parts still in demand, like J1900, J1800, E3845 - price keep moving
up. J1900 price is about $57 and E3845 price around $68. But main stream Mobile CPU like I5-
10210U, price drop and maintains at about $168. I5-1135G7, I7-1165G7 price stable, as demand
from OEM customer not big, which causes CPU sales to be slow thus keeping the price stable.

2. DT : more shortage than Mobile, INTEL have just announced 11 generation CPU but the supply
is mainly focused on big OEM customer, so the market do not see much supply from INTEL. It
causes 10 generation price moving up , like I5-10400 price now $160+ and I3-10100 price is
$120+ or more higher, but high end 10 generation as mostly for gaming DIY customer, they are all
waiting for 11 generation so the market is quiet and not easy to sell like I9-10900. AMD side still
faces shortages for mostly all product line. Low and high end DT all face shortage.

3. Server - AMD EYPC keep shortage, and INTEL also have announce new XEON, the
preference is 50% higher than old XEON. As we are now waiting for the arrival of the parts,
others old items price maintains or drop slightly. Only E and W series face shortage. Please offer
to us if you have E-2236 or E-2224G, E-2276G as we have demand for such model.

4. IOTG - LAN chip seems crazy on the market, price moving up daily. Vendors who have parts
are all holding them to wait for higher price. Whole market is not reasonable now but with the
shortages faced by customer, they have no choice but to succumb to this situation. We forecast all
the LAN chip model price will be on an uptrend. 8 generation DT face shortage, 8100, 8400 such
CPU is mainly for Education market. 9 generation supply also not good, and INTEL WIFI is also
facing shortage. AX200 price is moving up from $11 to $22 or even higher now. Recently the
market especially for low value chip market is crazy, not easy to deal with. We have some stock
offer:

HDD

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Overall the whole market, it is still very hot and crazy. The HDD manufactories are also short of
raw material, so that the lead time is longer than before.

The consumer HDDs are in big shortage for some time, especially for 2.5inch parts. For SSD,
such as WD, Seagate, Intel brands the low capacity parts which is below 128GB are out of stocks,
due to the manufactories have diverted the raw materials to make the productions into the high
capacity parts. Therefore, at present, the supply of large capacity products such as 10TB, 12TB
and 14TB is relatively stable. Quiksol also has stocks, if you have any demand please feel free to
let us know.

The price of consumer and enterprise HDD have raised a little. There are chances that it will
continue its uptrend.

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