Jeongdong Choe, Senior Vice President of the Semiconductor Division at TechInsights, expects the memory boom to last for…
Jeongdong Choe, Senior Vice President of the Semiconductor Division at TechInsights, expects the memory boom to last for 3-4 more years.
> Supply currently meets only about 85% of demand. > DRAM supply is short by approximately 10–12%, with NAND facing a similar deficit.> SVP Choe anticipates that supply levels will rise to 90–95% of demand by next year. Given that a balanced market typically requires supply to exceed demand by 2–3%, a seller's market is likely to persist.> A potential supply-driven downturn might re-emerge in 5–6 years, but that remains a long-term risk not currently weighing on short-term outlooks.> Supply at 100% of demand is still technically tight; true equilibrium requires supply at 102–103%.> In the second half of next year, as HBM4 adoption ramps, Samsung's market share could rise to 25–30%.> In DRAM, the process gap between Korean and US producers has largely closed.$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US) $Sandisk(SNDK.US)
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