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Phison Warns that Not 20 More NAND Memory Factories Could Cover the Demand and Samsung Gives the Tip with the DRAM
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If you expected the announcements of new memory FABs to end up returning some normality to the price of DRAM and NAND Flash, the industry’s latest statements do not exactly invite optimism. Phison warns that expanding the production of NAND with more FAB might not be enough to meet the demand, while Samsung Securities poses a scenario for DRAM where increasing supply also does not allow a date to change the cycle. The problem is easy to understa…
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