NAND Flash Supply to Improve in 1Q18

[Raevenlord]

DigiTimes, quoting industry sources, reports that NAND flash supply should see improvements from its 4Q17 state in 2018. This likely doesn't come as much of a surprise - 2017 has been a sort of "squeeze" year for NAND and DDR memory manufacturing, with companies increasing production without committing to fully satisfy demand, which in turn translates to longer term higher pricing of memory. Still, those tentative increases to production capabilities should begin to release the memory pricing squeeze during 1Q18, with ASP (average selling price) coming down.

The increase in production and supply doesn't come solely from factory floor expansions, however; there's also been reports of increased yields of 3D NAND fabrication technologies, which should also increase availability in the best way possible for manufacturers.



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[dj-electric]

Supply might improve, but the artificial price gouging might continue as planned.

 

[Chaitanya]

Supply might improve, but the artificial price gouging might continue as planned.

+1. Collusion and price fixing
two things that need to be investigated against nand and dram makers.

 

[_JP_]

Until a court with enough weight files a case for price fixing...

 

[brian111]

It would be really nice if DRAM supply (and prices) improved.