According to the Economic Times, Nomura, JP Morgan and other institutions warned that the storage industry will be more gloomy in the first half of next year, with prices set to plunge by more than 50%. Although storage manufacturers and channel operators to actively go to inventory, but the results will not gradually appear until Q1 next year. Among the various types of storage, coded flash storage (NOR Flash) related manufacturers will outperform pure DRAM manufacturers.
According to the news, JPMorgan Chase issued a report after visiting Nanya Technology, Lixin, Huabang, Macronix and other storage manufacturers in Taiwan, most of them expect demand will not rebound rapidly, but will recover gradually. Mainly due to the increase in supply chain inventories and the longer time required to consume inventories in the overall global economic downturn, it is estimated that the overall situation will not start to turn better until Q2 or the second half of next year. In addition, NOR Flash related vendors will outperform pure DRAM vendors due to strong demand for high density NOR chips in the automotive/industrial sector.
Affected by the global economic downturn and the new crown epidemic, foreign media reports expect the global semiconductor market to shrink by 4% to $557 billion in 2023, the first annual contraction since 2019. Another World Semiconductor Trade Statistics (WSTS) organization said the memory market, which accounts for more than one-fifth of the total, will decline by 17 percent.
source：aijiwei
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