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Forecast Analysis: NAND Flash, Worldwide

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Summary

Accelerated purchasing in 1Q21 pulled NAND sufficiency into a shortage, which will last until supply overwhelms demand late in 2022. Increasing prices beginning in 2Q21 and price stability through 1H22 will enhance vendor profits until overinvestment fuels a downturn starting in 2023.

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Forecast Analysis: NAND Flash, Worldwide

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