2017 will see DRAM revenue hit new highs as the market recovers from the 2015-2016 downturn. Despite the market having consolidated to only three major players, technology strategic planners should expect a new downturn in 2020 as existing vendors add capacity and China breaks into the market.
- Companion Documents
- Industry Cycles
- Industry Consolidation
- Industry Cycles to Remain for Now
- DRAM Sufficiency
- Pricing Dynamics
- DRAM Demand
- DRAM Industry Structure
- Manufacturing Technology and Capacity
- DRAM Supply
- Capacity Utilization and Allocation
- Competing Memory and Storage Technologies
Market Model or Methodology
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