Nothing hurts an industry as much as a full slam on the brakes, as semiconductor memory experienced in the past months. But with sequential IC sales declines beginning to moderate, the global semiconductor industry appears to be nearing the end of a downcycle and is expected to begin to recover in 2024. Industry experts all agree that we have reached an inflection point and we will see an increase in prices as inventory levels go down.
And while TrendForce expects a DDR5 shortage in 2024, the bit production that will be even lower than in 2022 will inevitable affect other memory technologies as well.
Still it is encouraging to see that innovation in memory goes on even in a crisis as big as this. NAND scaling is exceeding 300 layers for the first time, there’s also research into how to scale DRAM, and MRAM is getting more attention in applications like automotive.
So there’s no doubt that memory is headed full throttle into the future again. Make sure you are equipped with the memory you need. We can help you assess the delivery situation of the memory products you need and set up a purchasing plan that helps you secure availability while taking advantage of current low prices.
Reach out if you need help. Read our latest newsletter here: August Newsletter
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