DRAM memory demand is expected to pick up in the second quarter of 2023, while NAND flash demand is unlikely to see a recovery in the second half of the year, according to memory module company Ten Ambrose Technology.
Ten Ambrose Technology said DRAM prices have fallen by nearly half since 2022, and the decline is expected to slow, according to Taiwanese media outlet Electronic Times. As more chipmakers cut production, the DRAM market's supply-demand balance is expected to recover in the first quarter of 2023, and the recovery in DRAM prices will precede that of NAND flash prices.
Overall DRAM demand is reportedly low this year, with analysis by semiconductor data consultancy IC Insights pointing out that weak economic conditions and high inflation have slowed global demand for personal computers, mainstream smartphones and other consumer electronics. As a result, DRAM demand is spiraling downward, with sales now expected to fall 40 percent to $29.3 billion in the second half of 2022, compared to $49 billion in the first half of 2022. The DRAM market is expected to decline by 18 percent for the full year 2022.
source：aijiwei
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