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: Because memory prices have risen too much in the first few months, the spot
price has reached a very high price, which has also caused the factory's purchasing power
for excessively high prices to continue to weaken. In the past month, some models have
been slightly adjusted, and even the prices of some mainstream models have dropped
sharply. Many professionals in the industry may not know how to judge. To sum up, the
trend of memory can be roughly divided into two aspects: On the one hand, the previous
mainstream models that were lacking have been alleviated, such as DDR4, DDR3, such as
Samsung/Kioxia’s EMMC, and the recent supply is relatively sufficient, and the market
price has fallen back to a more reasonable price, but Micron’s EMMC is in big shortage;
on the other hand, some models that were not so mainstream before have been in short
supply recently, while demand has increased. For example, the DDR2 series, mainly
Micron and domestic/Taiwan series Brand-based, Samsung DDR2 hardly gets any
distribution; for example, the big market of Nor flash is still out of stock, and prices
continue to rise. In addition, the memory demand of major factories has been slow
recently. It is understood that the main reason is the serious shortage of main control
chips, which affects the output of storage capacity. Recently, someone will always ask,
what do you think of the current market, is it out of stock or not? We may still have to
subdivide whether the part number is out of stock according to the product line, brand,
and part number.

DDR4: As the demand for servers and computers continues to grow, and the demand for
DDR4 continues to be stable, the supply side is still in short, but it is somewhat alleviated
than before. The trend of DDR4 products has been relatively stable this month, and the
spot market quotations have recently returned to a reasonable price. This has made the
demand side very strong recently. Some large manufacturers have come out to buy spot
inventory instead of waiting for the original factory to allocate orders. The price of
Samsung and Hynix DDR4 8Gb fluctuates around US$5.00, while the price of Samsung
DDR4 4Gb fluctuates around US$3.00. As for Micron, the supply of DDR4 has been
relatively stable in the past month, and the price has been stable but declined. It is
believed that in Q2, the trend of DDR4 will still be dominated by small fluctuations, and
the corresponding inventory can be purchased appropriately while it is down.

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DDR3: In the first half of the month, the price of DDR3 dropped sharply, especially
Samsung’s position as the leader of the decline. Due to the rapid decline, many spot
vendors in the market also dumped their inventory, causing the price to quickly drop
below US$3.00, which also stimulated the factory side. It must be said that this is also a
good time to buy goods in large quantities to buy spot stocks on the market. At present,
the price of Samsung and Hynix DDR3 4Gb fluctuates around US$3.00. For Nanya, there
have been fewer arrivals recently, but prices are relatively stable, and it is expected that
the price will remain deadlocked for a period of time in the future. For Micron, the prices
of some DDR3 commercial grade parts have been reduced, and the spot supply is
currently abundant in the market; relatively speaking, the demand for industrial grade
parts is relatively strong, and there is only a small amount of spot on the supply side, and
the price has risen steadily.

DDR2: In recent years, most of the customer’s demand are DDR3, DDR4, and DDR2
demand is not as good as before. Perhaps it is because the demand for DDR2 is relatively
low, and perhaps part of the original factory's production capacity was moved to DDR4
and DDR3, which were in big shortage at the beginning of the year. As a result, DDR2 is
in big shortage recently, and the price has also increased by more than 20%. The main
parts that are out of stock are 1Gb 64X16, 128X8, 32X16 commercial grade, and
industrial grades are all lacking. In addition, Samsung 32X16 also has a lot of demand to
find goods recently, but it is difficult for the original factory to get the distribution,
making the spot market a huge increase.

Nand Flash: SPI Nand 1Gb is the main force of recent shortage price increases, such as
Macronix and Winbond. For other capacity parts, the price increase is relatively slow, and
the supply is still insufficient in the next few months. The current performance of the
demand side is not stable enough, and it will be clear after another period of observation.
For Winbond, the SPI Nand 1Gb packaged by WSON is still a star product in price
increases. There is currently no optimistic news on the supply side. For Micron, the
current supply of Nand flash is relatively stable.

Nor Flash: After several months of price increase and shortage of stock, the original
factory supply is still insufficient recently, and the price is still rising. For Macronix, the
price is expected to increase in the third quarter. The whole line is out of stock,
1Gb/512Mb and 16Mb/8Mb shortage is the most serious. For Winbond, the original
factory distribution is still very small, almost the entire line is in shortage, and the price
remains high. 64Mb/128Mb/256Mb are in the most demand, 8Mb is also seriously out of
stock, and the market price of a 4Mb NOR has hit $US1.00. It confirms the sentence:
"Price is never determined by value, but by the relationship between supply and demand."
In terms of Micron, the market price can be described as "very crazy" high. Some prices

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have even doubled nearly a hundred times in the quotation. Whether any customers can
accept such a high price is unknown. Micron’s order and delivery prices have increased,
but they are still lower than the market price.

EMMC: Recently, due to the declining demand for mobile phones and other phenomena
such as cutting orders, this has affected the delivery volume of EMMC, resulting in the
influx of some EMMC spot into the market, the price of mainstream brand EMMC has
dropped severely, and small brands are still out of stock. With the recent continuous
increase in supply and declining demand, the prices of Samsung and Kioxia have
continued to fall. However, SanDisk and Kingston EMMC are still out of stock. The
original factory still has difficulty in supplying, and the price is still at a high level.
Contrary to Samsung and Kioxia, Micron EMMC has been out of stock in the past month,
and a small amount has arrived. The market price has also been fired to a high level,
which has doubled several times. It can be said that the price of Micron EMMC is in a
serious bubble.

Memory Module: Everyone knows that PC memory sticks have experienced a huge
increase recently and the supply is also very short. However, the demand continues to
decline this month, and the upstream has dumped inventory. Due to the high market
pressure, the upstream sales situation is not ideal, and the price has dropped rapidly. The
price of server memory sticks has been stable recently. As the demand from the factory
side has not been very strong recently, the spot price has also fallen slightly. For Micron,
the demand for server memory modules is relatively strong, but the prices are relatively
transparent, and are rising steadily. The current delivery period of notebook memory
sticks is relatively long, and the price has risen by nearly 20%. Our company has stock,
MT16KTF1G64HZ-1G9P1. Please inquire for details.

SSD: The recent boom in mining machines has triggered a fierce demand in the hard disk
market. There is a serious shortage of large-capacity SSDs of more than 3TB, even if the
allocation amount obtained from the original factory is extremely small. In addition, the
game market has grown substantially this year, and major brand manufacturers have also
begun to get involved in the promotion of gaming notebook products, which has also
promoted SSD upgrades and applications to higher capacities. Consumer-grade products
that are currently out of stock are mainly large-capacity SSDs above 1TB. The supply of
256GB and 512GB is relatively normal and the price is stable. Micron will have a small
amount of inventory available, please inquire for details.

Please take below tables as reference:

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Table1-Dram spot price

Table2-NAND Flash spot price

Table3-Memory module spot price

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Table4-SSD spot price:

CPU Market

As we move into May, INTEL is facing big problem delivering the LAN chip. Leadtime
from 4 weeks has stretched to 50 weeks and more. As the LAN is the key IC for Mother
Board, the shortage supply of MB also have infected CPU market.

1. Notebook: INTEL’s this month’s situation is the same as last month’s. Low end mobile
parts still hot, like J1900, J1800, E3845 with the price keep moving up. J1900 price is
about $57.00 and E3845 price around $68.00. On the other hand, for the main stream
Mobile CPU like I5-10210U, the price drops and maintains about $168.00. I5-1135G7 and
I7-1165G7 price stable, as demand from OEM customer not huge.

2. DT: more shortage than Mobile, I3 is the most shortage parts, from I3-6100 to I3-
8100 ,9100 ,10100 – all are facing tight supply. There are small quantity of stock in the
market but price is high, like I3-8100, market is currently going at $160.00 when this
used to be a $100.00 parts. Others series like I5-8400, G5420 are facing shortage. The
good news is as we are going to the end of May, the demand is not strong now. AMD also
mostly are facing shortages because of the tight supply from wafer side.

3. Server: a key reason will inflect the server market is Digital Currency market, Bitcoin
or Filecoin or even Doge, but the hottest coin is CHIA recently. CHIA coin needs big

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capacity of HDD and SSD to dig mine, so recently the SSD and HDD price moving up
and less offer from market. However, CPU CHIA do not need high end server CPU. So
low or even second hand CPU also workable for CHIA, so the mainstream CPU is stable
and low end market price have moved up about 50-100% (V2,V3 ,and V4 CPU ). The
supply from INTEL, XEON are stable, but with the recent big demand from big customer
it has caused some price to move up, for instance, 5220R price moving up from $1080.00
to $1140.00.

4. IOTG: INTEL LAN CHIP leadtime now is 50 weeks, that is the key reason of the
shortage and market price 10 times. The bad supply will change the market as the LAN
chip is the key IC for MB ,so the short supply of MB will make others key components do
not have such big demand from customer side, even AMD CPU ( almost all the items face
shortage ,SERVER EYPC) the shortage situation will change better .

LAN chip price still going up, no one know when it will stop, but recently the movement
is slower than before, price also have drop some from the top, like 211AT - highest price
is $22.00 and now we see it is being offered at $16.00 or $18.00. There are some offer,
maybe some stock holder have released their stock to get the money back. Nevertheless,
the SUPPLY situation from INTEL has not changed. Leadtime from INTEL maintains at
50+ weeks. HOT items are

210AT ,210IT,211AT ,219LM ,82574L ,82583V ,350AM2,350AM4, X710-BM2 etc .

INTEL Wi-Fi shows less demand from market, but price is still high. AX201, the INTEL original
price should be $6 and now the price is at $11.00.

HDD

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1.The HDD is still very hot recently, due to the CHIA will use lots of capacity enterprise
HDD and SSD, the current enterprise market is hot and shortage. There seems no stocks
of 6TB or above.

2. Due to the shortage of large capacity HDD, manufacturers adjust their production line,
they will prioritize the production of large capacity HDD. This leads to the difficulty of
1TB~4TB shipments. Some small and medium-sized customers commonly used 1TB, 2TB
capacity HDD are hard to get now, customers have no choice but to find high priced
goods from the market.

3.The price is persistently raising up, the price of 2TB parts has risen sharply from $90.00
to $112.00 now. The price of 16TB goods has increased from $270.00 to $700.00+.

4. At present, the shortage of HDD will not ease in a short time, the lead time is still
delayed off, and the price will keep raising.

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