"Black Weeks" in Memory Semiconductor: Is the Recovery Finally Here?

Have you ever wondered why the last Friday in November is called Black Friday? Some theories say it’s because retailers traditionally operated “in the red”, indicating losses, but moved “in the black” thanks to all the sales after Thanksgiving once everyone gets ready for Christmas. Black Friday turned into Black Week(s) with many sales and special offers to spur spending.

However, unless you are in the booming AI memory market, you have experienced Black Months and even Quarters, but for most of these players, they haven’t resulted in black figures.

However, recent developments are beginning to signal a shift. This month, the electronics industry gathered once again in Munich for electronica, where the prevailing sentiment was cautiously optimistic.

Despite the ongoing challenges, the event highlighted a renewed sense of energy and innovation. According to recent reports, the semiconductor manufacturing market has shown growth for the first time in two years, signaling potential recovery.

That said, the rebound in DRAM and NAND prices is expected to be slower than initially forecasted. This provides some relief for equipment manufacturers, who have been depleting their inventory and now require new supplies.

But don’t let the news get to your head. Samsung and Sk hynix have announced plans to reduce their DRAM output, focussing on high-margin products. Likewise, the eMMC market is on the brink of a significant transition, with its end-of-life anticipated by 2025.

So it’s wise to keep an eye on the market. Our experts at MEMPHIS Electronics are here to help you navigate these changes, assess risks, and make informed decisions about the future of your semiconductor memory needs. We are only a phone call or email away!