Wife Chairman Chen Libai said that in 2025, the price of DDR4 continued to rise, and DDR5 continued to grow due to AI demand, and the market in the second quarter is expected to continue to be good, and will continue to the third quarter. As for the NAND part, the expected price will continue to rise. The price increase in the second quarter has been determined, and the third quarter will depend on whether some manufacturers that have previously reduced their production will restore capacity. So, for Viagra, after experiencing the bottom of the first season, the second and third quarters will continue to rise, and the annual revenue will have the opportunity to be better in 2024.
Chen Libai said at a gathering with the media on the 14th that the memory market in 2025 will have the opportunity to continue to stabilize with the possibility of the Russian-Ukrainian war and the industry will show a rising trend quarter by quarter. Among them, the DRAM part has gradually withdrawn from the production of DDR4, resulting in a reduction in supply. However, DDR5 has been in short supply due to the large demand in the market. Therefore, looking forward to the situation of the second and third seasons will be a continuous ups and downs. Among them, DDR4's growth will surpass DDR5.
In the NAND section, the price of the second quarter has been determined. As for whether the price trend will continue in the third quarter, it is necessary to observe whether the previous reduction manufacturers have restored their capacity. Overall, Viagra has just begun to enter stock at a low price due to customer inventory adjustments. In addition, the top five PC factories have been attracting stocks due to tax efficiency. Since its start in February, it has been increasing manpower and improving production capacity. It is expected that after the bottom of the first season, the second and third seasons will rise season by season. The fourth quarter also includes the server field products' contribution, and the annual performance is expected to be better than 2024 performance.
Regarding the exchange rate problem that everyone is concerned about, Chen Libai pointed out that he had seen some signs that the US dollar was kept to the lowest level and converted most of the US dollar accounts into Taiwan dollars. In addition, the company bought a small amount of gold as a tool to avoid other companies. When other companies suffered heavy losses, they still made small profits in March to April. Chen Libai also expected that the global economic environment would remain stable and that the low water level of the US dollar would continue.