Memory market next year could be different tones, dynamic random access memory (DRAM) market will remain tight, Flash memory storage type (NAND Flash) market is to supply exceeds demand during the first half of next year.
The DRAM and the NAND Flash market are in short supply this year, and the price of the products is in high sync, but it is widely expected that DRAM will be different from NAND Flash next year.
The memory module factory (2451) pointed out that the DRAM market supply continues to be tight and the price has not shown any sign of loosening. NAND Flash, with the increasing maturity of 3D NAND Flash technology, production yield improvement is expected to fill the supply gap.
Weigang (3260), another memory module factory, said that in the short term, the global DRAM plant still has a rational view of production capacity, and there has not been a plan to significantly destroy the industrial ecology, and continue to view the situation of DRAM.
NAND Flash points out that the overall supply and demand will change in the first quarter of next year as supplier 3D NAND Flash yield improves gradually.
Micron, the American memory maker, expects the DRAM to increase by about 20 per cent next year, and market conditions will continue to be healthy. The supply of NAND Flash bits will increase by nearly 50%, and the supply increase will be much higher than that of DRAM.