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Forecast: DRAM Supply and Demand, Worldwide, 1Q18-4Q20, 1Q19 Update


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Summary

A sudden drop in demand has pushed the market into oversupply that will last through 3Q19. But the shock of this downturn will help slow investment and the ramp-up of new fabs and has resulted in pushing the next supply-driven downturn into 2H21.

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