Memory is a game of two halves

Author: EIS Release Date: Apr 7, 2020


Memory purchasers will be reluctant to raise inventory levels from the end of 2Q20 onwards, affecting the price trend of memory products in 2H20, reckons TrendForce.

Memory purchasers will be reluctant to raise inventory levels from the end of 2Q20 onwards, affecting the price trend of memory products in 2H20, reckons TrendForce. With DRAM, the considerable preexisting gap between supply and demand is expected to persist even if demand drops. Thus, 2H20 DRAM prices will, at worst, exhibit limited growth rather than a decline. There is no pt a shortage in the NAND market, and client-side demand has started showing hints of downturn for 2Q20. If demand continues to fall, NAND  prices may be expected to take a quick nosedive in 2H20.