DRAM and NAND prices are going up and projected to rise further. Many people perceive the current memory market situation as a temporary imbalance between supply and demand. Or, they expect the market to settle when the manufacturing of 3D NAND flash reaches maturity.
There is extreme competition in the NAND market. Based on expectations that 3D NAND will significantly improve productivity, all NAND vendors invested billions of dollars in 3D NAND manufacturing. 3D NAND had been more difficult to fabricate than previously thought. Some NAND vendors are struggling to ship 3D NAND.
Many analysts expect relief of supply when the manufacturing of 64-layer and 96-layer 3D NAND flash reaches maturity later this year. So, will there be enough NAND supply next year in 2018?
High memory prices are not simply due to the imbalance of supply and demand anymore. It will be very difficult to see a drop of memory prices from now on, because such high memory prices come from scaling limitations of memory devices.
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