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Will memory markets earn record revenues, or will faltering demand spoil the party? – LIVE MARKET BRIEFING

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The DRAM and NAND markets are poised to have record revenue years but face the looming challenge of faltering demand

The DRAM and NAND markets are poised to have record revenue years as production shocks and limited capacity expansion curtail supply growth in the NAND and DRAM markets. However, growing concerns about faltering PC demand and sluggish smartphone sales are causing angst about memory demand. Can a strong data center market be enough to drive demand for 2022? Can production accelerate to meet demand? In this webcast, Yole will reveal if it believes supply or demand will be more critical in 2022.

Related products:

DRAM Quarterly Market Monitor
Quarterly analysis of the DRAM market, historical and forecast, including market pricing, supply data by producer, demand by end-market, plus much more

NAND Quarterly Market Monitor
Quarterly analysis of the NAND market, historical and forecast, including market pricing, supply data by producer, demand by end-market, plus much more

Status of the Memory Industry 2021
NAND consolidation, China’s bet on two key players, the rise of the CXL interface: as the memory business narrows, the market keeps growing and is poised to exceed $200B in 2026.

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