Over-supply will drive memory prices 10% lower in Q4, says Digitimes, with weakening prices expected to continue into Q1.

Memory is on course to take a 10% hit in Q3.

The Q3 market is estimated to be 2.6% over-supplied and the Q4 market is estimated to be 7.8% over-supplied.

Although a reduction in output is the usual response to falling prices, there are two reasons why producers may keep up production levels:

1. Improving yields on 128-layer NAND.

2. Yangtze is coming to market with 128-layer devices in Q3 and the other producers will be keen to deny them any profits.

By: DocMemory
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