Memory ASPs to fall

DRAM’s current shortage will become a glut next year, says TrendForce, with the ASP dropping 15%,  bit  demand growing 17.7% and the value of the market climbing 0.3% to $91.5 billion.

NAND revenues are expected to grow 7.3% next year to $74.9 billion, bit demand is expected to grow 30.8% and the ASP is expected to fall 18%.

Memory ASPs to fall

The capex-to-sales ratio of NAND was 25-30% before 2017, but is now nearly 40%

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