Japan's Earthquake Creates Mixed Outlook for Memory Market

G00212160

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Summary

The earthquake and tsunami in Japan left DRAM and NAND flash fabs unaffected, but upstream supply chain disruptions may yet cause shortages. Disruptions outside of the memory supply chain could cause demand-side reductions for key applications that might reduce memory demand in the short term.

Table of Contents

  • What You Need to Know
  • Event
    • Event Facts
    • Analysis
      • Impact on Memory Production Sites
      • Impact on Memory Supply Chain
      • Impact on Memory End Applications
    • Memory Pricing
      • DRAM
      • NAND Flash
      • NOR Flash
  • Recommended Reading
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