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Forecast: DRAM Supply and Demand, Worldwide, 1Q16-4Q18, 2Q17 Update


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Summary

The undersupply that started in the middle of 2016 will continue through the whole of 2017 and 2018, setting the DRAM industry up for record-breaking revenue in both years. However, these strong conditions will encourage further capacity growth, creating a downturn in 2019 and 2020.

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