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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (84500)	1/24/2020 4:11:33 PM
From: Kirk ©	Respond to of 95480

probably they were caught with more demand than supply. Interesting, since NAND prices seem to have rocketed higher in December 2019 if the China Flash website is accurate. I think the new, 5G phones are capable of downloading so quickly that they need much more memory to hold all the content people will want. marketwatch.com The NAND Flash Memory Market is expected to register a CAGR of 9.1%, during the forecast period (2019 - 2024). The current macro trends of AI and machine learning, mobility, and connectivity are favorable to NAND markets and expected to result in memory continuing to increase its share in the semiconductor market. Smartphone segment is Expected to Witness Significant Growth - Improving the scaling limits year on year, smartphone manufacturers sell smartphones at a premium by upgrading the memory capacity to boost performance. - With 5G wireless communication on its way, the use of smartphones would increase multifold, growing the demand for the latest models to raise the bar continuously. - Samsung, four years after launching the first Universal Flash Storage solution, the 128-gigabyte (GB) eUFS, it has passed the terabyte threshold in smartphone storage using its in-house most advanced 512-gigabit (Gb) V-NAND flash memory. - Flash Memory storage has become an essential component in smartphones, not only for consumers whose demand for storage keeps on increasing with content creation but also for OEMs from Bill of Materials (BoM) cost perspective. The NAND flash demand has been growing exponentially, primarily driven by the growth of the average capacity in smartphones, which is expected to cross 60GB per smartphone in Q4 2018.