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At the end of 2019, everyone was expecting the NAND flash memory market to be on its way toward a shortage in 2H2020, and the major oversupply that pushed price
by wtallis 7y ago
At the end of 2019, everyone was expecting the NAND flash memory market to be on its way toward a shortage in 2H2020, and the major oversupply that pushed prices so low was over. When the coronavirus hit, it was initially unclear whether it would do more to depress supply or demand, so price trends weren't very consistent (especially with lots of stuff going temporarily out of stock). Now the picture seems to be that NAND production hasn't been slowed much but demand is way down, especially for client/consumer drives (as opposed to server SSDs).
- bluedino 7y agoI would have thought demand would have went out since laptops all sold out at the start of the stay at home orders