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Forecast: NAND Flash Market Statistics, Supply and Demand, Worldwide, 2018-2025, 1Q21 Update


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Summary

NAND Supply constraints arrive in 2Q21 and persist into 2H22 but excessive investment fuels a downturn in 2023 onwards. Despite foundry-related chip shortages, resilient demand from PCs, smartphones and SSDs is the impetus for near-term shortages and favorable prices for NAND vendors until 2H22.

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