Expect Tight DRAM Supply in 2018; Possible Oversupply of NAND Flash
There is good and bad news for buyers of memory devices. The good news is a deal to acquire Toshiba’s memory business may result in an oversupply of NAND flash in the first half of 2018, easing concerns of tight supply next year. However, cautious production capacity plans by leading DRAM makers means continued tight…