"What the memory market gives, the memory market takes away," Norwood continued. "The memory bubble is expected to go bust in 2019 as memory vendors add new supply and Samsung could lose a lot of the gains it makes this year and next."
Because, after all, demand can hardly be expected to keep expanding, what with IoT, electric vehicles, autonomous driving, AI, VR, AR, deep learning, more DCs and clouds, and ... I know I'm forgetting some things here.
[sorry but -- yeah, I know, the Four Deadliest Words in Semi-ville. I won't repeat them here.] |
