Semiconductor Engineering | Mark LAPEDUS | September 21ST, 2020
It’s been a topsy-turvy period for the memory market, and it’s not over.
So far in 2020, demand has been slightly better than expected for the two main memory types — 3D NAND and DRAM. But now there is some uncertainty in the market amid a slowdown, inventory issues and an ongoing trade war.
In addition, the 3D NAND market is moving toward a new technology generation, but some are encountering yield issues. And suppliers of both 3D NAND and DRAM are getting new competition from China.