Despite some
cyclicality and seasonality, the stand-alone
memory market has experienced extraordinary growth over
the past decade. This has been driven by important megatrends, such as
mobility, cloud computing, artificial intelligence (AI), and the Internet of
Things (IoT).
NAND and DRAM account together for
around 97% of the overall stand-alone memory market. Their revenues hit a
record high of around US$160 billion in 2018, registering an impressive
compound annual growth rate (CAGR) of 32% between 2016 and 2018. Such a
prosperous time reached its end in the last quarter of 2018,
when both NAND and DRAM markets started
experiencing oversupply caused by unseasonably
weak demand, including lower-than-expected smartphone sales
and a slowdown in datacenter demand.
At the same time, emerging non-volatile
memory (NVM) made inroads into the storage-class memory (SCM) market through to
the introduction of 3DXPoint-based products, whose sales are expected to grow
rapidly in the coming years thanks to Intel’s leading position in the server
processor business.
What are the latest news coming from the
memory industry? What is the status of the market indicators? What are the
latest technology developments for NAND, DRAM and other stand-alone memory
technologies? What are the challenges for advancing the current memory
technology and system architecture? What strategies are emerging eNVM players
adopting to introduce their new technologies to the market?
Yole Développement and System Plus
Consulting are joining forces to offer an executive-level event covering the
entire memory industry, and provide answers to these questions. Enjoy extensive
networking time!