SEMICON Korea 2017: The Next Memory Cycle – When, Why, and How it Will Happen

Jim Handy, General Director at Objective Analysis, begins by showing a chart on semiconductor forecast accuracy, and digs into the memory cycle, what drives commodity cycles, what will drive today’s cycle, the next downturn, and impact on the global semiconductor market. Timing is difficult to predict about when 3D NAND will be mastered, as it has a variety of complexities and challenges facing it. A 2018 outlook is supplied and long-term issues, such as China’s volume production, consolidation, and new demand drivers (like IoT and autonomous vehicles). From SEMICON Korea in February 2017 in Coex, Seoul.

Keywords: Memory, Forecast, DRAM, NAND, 3D NAND, China