Published: 19 January 2021
Analyst(s): Joseph Unsworth
In the 4Q20 NAND update, the oversupply is expected to be short-lived as demand from PCs and data centers and recovery in smartphone production fuels a shortage in 2H21. Stable prices starting in 2H21 are forecast to lift sales and profitability until a supply-driven downturn in late 2023.
Forecast Data Summary
Forecast Model Summary
Influencing Factors and Assumptions
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