DRAM to be in short supply in 2H 2021?

DigiTimes warns supply of DRAM may not be able to meet demand in the second half of 2021. This year we saw lower and lower prices, but demand and supply are now expected to get back in balance in the first half of 2021. Current projections point to demand exceeding supply in the second half of next year, which should lead to higher prices. The report doesn't specify which segments of the DRAM market will be hit hardest.

The DRAM market may be heading towards demand-supply balance in first-half 2021, but warnings about shortages in second-half 2021 are being sounded by many in the memory sector, including PSMC chairman Frank Huang. In the IT sector, clients are advancing their orders for cloud servers on concerns about a repeat of the disruptions to their supply chains by COVID-19. The displays sector has already seen months of tight supply for LCD panels, which observers believe underlies a recent contract dispute between Corning and panel maker SDP.