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Forecast Analysis: DRAM, Worldwide, 2013-2018, 2Q14 Update


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Summary

Recovery in the DRAM market continues. Pricing was a little higher in 1Q14 versus Gartner's expectations and this has led us to revise revenue growth upward for 2014. However, we continue to forecast that new capacity will enter the market, resulting in the next downturn in 2016.

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