1. DRAM and NAND Flash revenues are projected to increase by 75% and 77% respectively in 2024, driven by higher bit demand and improved supply-demand balance. 2. High-value products like HBM, DDR5, and LPDDR5/5X are expected to boost DRAM ASPs significantly. 3. NAND Flash revenue growth is supported by the adoption of QLC SSDs in enterprise and smartphones, and restrained capital expenditures by manufacturers.
Memory-Fest
https://www.electronicsweekly.com/news/business/memory-fest-2024-07/