Samsung Electronics: Customer inventory adjustment is almost completed, and there will be shortages of DRAM and NAND Flash in some areas starting next year

News from this site on October 8, according to DigiTimes, Samsung Electronics recently conducted a survey on the semiconductor needs of its major global customers.

According to the results, customers in various fields are close to completing the adjustment of storage inventories, and it is expected that the semiconductor industry will rebound across the board starting in 2024. Samsung predicts that there will be a supply shortage of DRAM and NAND Flash in some regions after 2024

Source Pexels

一A Samsung executive mentioned that a large number of semiconductor companies have gradually completed inventory adjustments and it is expected that losses in the NAND business will be significantly reduced.

According to people in the securities industry, customers have begun to accept Samsung's price increase requests as inventories gradually stabilize. It is expected that starting from the fourth quarter, the supply and demand improvement and price increase trends in the storage market will appear at the same time

DigiTimes pointed out that as the Double Eleven promotion enters the warm-up stage, downstream manufacturers are more willing to stock up, especially when NAND Flash quotations are increasing. Driven by the monthly increase, SSD manufacturers are beginning to prepare for replenishment, and the market is expected to return to the performance of the same period in 2021.

According to previous reports on this site, storage manufacturers finally saw hope of recovery in the DRAM market after experiencing the longest decline cycle in history. According to forecasts by TrendForce analysts, NAND flash memory prices will continue to rise in the fourth quarter, with growth expected to be approximately 3% to 8%, higher than the initial forecast range of 0% to 5%

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