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Forecast: DRAM Market Statistics, Supply and Demand, Worldwide, 2018-2025, 3Q21 Update


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Summary

In 4Q21, the oversupply that had driven pricing higher through the year is easing, in part due to inventory build-up in 1H21 by equipment OEMs. However, demand remains solid and the supply growth will be limited in 2022, meaning undersupply conditions should continue before a supply-driven downturn in 2023 and 2024.

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