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Forecast Analysis: NAND Flash, Worldwide


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Summary

The NAND market will see its deepest shortage during 3Q21, with broad supply relief not expected in earnest until 2H22. This will push NAND sales to $68.0 billion and to $84.5 billion in 2022. However, a supply-led downturn is forecast for 2023 and could be worse if demand is uncooperative.

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