COVID-19 has considerably changed the DRAM & NAND industry | Quarterly Market Monitor
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Capex: current forecast assumes a much steeper 2020 capex drop-off Prior to the COVID-19 outbreak expectations were for combined DRAM and NAND capex of US$38.8 billion in 2020, down 15% year-over-year, including both WFE and infrastructure spend. This decrease was a result of the memory market downturn that plagued 2019—and much of 2018 for NAND—as […]