While some industries are suffering spectacularly or are dead for months, IT equipment companies, and of course their suppliers, and virtually the entire supply chain, can benefit greatly from the compulsions or voluntary work culture changes caused by the coronavirus pandemic.
As more and more people work from home, employers need to provide these employees with the tools they need to work while operators are expanding their data centers by expanding their online cloud services, which are becoming increasingly popular with telework.
As a result, the threads are primarily in contact with chip makers, who, according to experts, can be one of the biggest beneficiaries of the current situation. For example, Samsung, the world's largest manufacturer of memory, announced on Monday that the export volume of the semiconductor business had grown by about 20% in the past period. The South Korean Ministry of Commerce a He told Reuters at his request, sales of server chips have been significantly catalysed by the increased demand for cloud services, while the arrival of millions of teleworkers, in particular in the US and Chinese markets, has significantly boosted or can boost organ deliveries.
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According to analysts, the largest market for memory chips is now China, where major cloud providers (Alibaba Holdings, Tencent Holdings, Baidu Inc) have opened their platforms and expanded capacity to support remote work, supporting government efforts.
DRAMeXchange is already signaling a slight rise in prices of around 6% in the period after February 20, mainly due to Chinese market acquisitions, while UBS forecasts last week that prices will increase by up to 10% in the second quarter may increase compared to the previous quarter. The price of chips and processors for servers may increase even more, by more than 20%. According to UBS, after the coronavirus retires, DRAM manufacturers may catch up sometime in the third quarter of next year, there may be a continued shortage of DRAM chips in the market.
At the same time, electronics manufacturers are reporting continued component supply difficulties, with most delivering an average of three weeks to the distribution network. According to an IPC International survey, three quarters of the surveyed manufacturing companies expect business to return to business as early as October.