Dram Continues To Be Tight In The First Half Of Next Year, Nand Fear Of Oversupply

DRAM market conditions will be different next year, DRAM market will continue to be tight, NAND Flash market will be in the first half of next year into oversupply.

DRAM and NAND Flash markets are in short supply this year, product prices soar, but the industry generally expected next year, DRAM and NAND Flash market may be different.

Memory Module Plant Transcend pointed out that the DRAM market continued tight supply, prices have not seen signs of loosening. NAND Flash, with the 3D NAND Flash technology matures, production yield improvement, is expected to fill the supply gap.

Another memory module factory just said that in the short term, the global DRAM makers are still rational view of capacity issues, there is no substantial plan to undermine the industrial ecology, continued positive view of DRAM market conditions.

NAND Flash, A-DATA pointed out that with the supplier 3D NAND Flash yield gradually improved, the overall supply and demand is expected to change in the first quarter of next year.

Micron expects DRAM supply will increase by about 20% next year, the market environment will continue to be healthy; NAND Flash bit supply will increase by nearly 50%, the supply increase will be much higher than DRAM.