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Memory Storage Industry to See Growth amid Increased Smartphone demand

9 July 2014

The memory storage industry is expected to see overall growth in the second half of this year driven primarily by smartphone demand. As this occurs, commodity DRAM capacity will be tight, which is expected to remain unchanged in the short term. This will bring increased demand for server as well as mobile DRAM during the second half of the year, and DRAM vendors as a result are likely to report record-high profits. In terms of the NAND Flash market, the market is expected to turn from oversupply in the first half of the year into balanced supply during the second half, as OEM and module customer demand strengthens. All of these factors will push up pricing in the industry during the second half as a result, according to DRAMeXchange, a subsidiary of Taiwan-based market intelligence firm TrendForce.


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