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Forecast Analysis: DRAM, Worldwide, 2013-2018, 4Q14 Update


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Summary

Recovery in the DRAM market continues. Pricing in the second half of 2014 has remained a little higher versus our expectations, which 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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