Industry sources say Infineon Technologies will reduce its DDR supply by around 50% in April from 50 million 256Mbit-equivalent units in March, tightening the global supply of DRAM.
Infineon explained that its DRAM output would drop due to production reallocation, but declined to comment on the actual amount. The company’s German headquarters gave three main reasons why DRAM output would drop in April: 1. Output in February and March has been 10-20% more than normal. 2. Infineon plans to allocate some of its DRAM capacity to logic IC production in the company’s fiscal third quarter (ends June 30). 3. Infineon also plans to maintain low DRAM inventory levels in the same quarter.
Read more at DigiTimes.
