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Forecast Analysis: NAND Flash, Worldwide, 3Q20 Update

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Summary

The NAND recovery in 2020 was buoyed by limited supply and robust demand for SSDs but undermined by weak smartphone production. However, the recovery has lost momentum, prices are falling, and an oversupply of 2.9% will materialize through the middle of 2021, threatening profitability.

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Forecast Analysis: NAND Flash, Worldwide, 3Q20 Update

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