Ray Wong predicts the current DRAM super cycle will last until 2027, spanning approximately four years from 2023.
“And we are looking at this cycle to last until, let's say, you know, safely to say, like, '27. Right? We are looking at, like, kind of four year cycle.”
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Our resolution criterion
disputableDRAM supply-demand imbalance and elevated pricing persist through 2027, with normalization beginning in 2028 or later.
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