Flash capex is forecast at $22 billion this year, reports DRAMeXchange, which is a 2% drop on 2018 as supply continues to outrun demand. The 2% drop comes on top of a 10% capex cut last year. As a result, 92/96-layer 3D NAND products will only account for about 32% of the industry’s total output ...
This story continues at Flash capex, bit growth and ASP all headed south.
Or just read more coverage at Electronics Weekly
from Electronics Weekly https://www.electronicsweekly.com/news/business/flash-capex-bit-growth-asp-headed-south-2019-01/
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