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MU Wade, Demand for Dram chips is expected

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cliffvb Member Level  Wednesday, 01/03/18 10:51:40 AM
Re: wadegarret post# 43139
Post # of 43965 
MU Wade, Demand for Dram chips is expected to continue to slightly exceed the supply of them for the coming year, 2018. With that, I expect prices to hold firm with an upward bias. 2019 is more of a question mark because it is unclear how much capacity will be added from China and elsewhere although demand is expected to remain strong. With that, I think the end of the upward cycle is still at least a year away.

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