Despite optimism about a demand recovery, the pricing of NAND flash memory chips is expected to drop further in the second half of this year. DigiTimes writes prices are now approaching cash costs for many manufacturers:
The sources noted it is generally believed that NAND flash demand for smartphones will be picking up substantially in the second half of 2019. A recovery is also expected to take place in the server and datacenter market in the latter part of this year, playing another catalyst for the memory market growth, the sources continued.
Nevertheless, NAND flash memory prices are expected to continue trending down in the second half of 2019, the sources warned. The prices have already approached cash costs for many manufacturers, but remain under downward pressure, the sources indicated.