The Next Memory Cycle: When, Why, and How it will Happen
Today NAND flash and DRAM are in a shortage. Prices have been flat and even rising through all of 2017. Is this the end of the Memory Cycle? Has consolidation finally created an oligopoly in which the market will no longer swing up and down, but will remain in its currently profitable state? In this presentation we will explore past memory cycles and the market dynamics that have caused them to happen. We will then see how the same dynamics are likely to create another downturn in the imminent future. Finally we will project what the impact of this cycle might be to the memory business and to the semiconductor industry as a whole.