Chip prices likely to rise in H2: KB Securities

KB Securities predicted on Thursday that semiconductor prices are likely to rise in the second half of the year due to the decrease in production capacity of semiconductor companies.

"Samsung Electronics and Micron will prepare for mass-production of HBM3 in the third quarter of this year and the first quarter of next year, respectively, and their production capacity will decrease," said Kim Dong-won, a researcher at KB Securities.

"D-RAM and NAND prices have fallen 80% over the past year to reach cash costs. This effect will reduce the drop in DRAM and NAND prices in the third quarter," he predicted.

He analyzed that the prices of DRAM and NAND would rise 9% and 4% respectively in the fourth quarter compared to the previous quarter.
 
"In particular, Samsung Electronics Co. and SK Hynix Inc. will improve their performance in the second half of the year due to direct benefits from HBM3 and increased shipments of DDR5, a new product," he added.

Write to Eui-Myong Park at uimyong@hankyung.com