Signs that the DRAM market hit a bottom in 1Q and is poised to rebound don't quite paint the whole picture, which from a broader perspective still shows things plodding along, far from a meaningful recovery. rnGlobal sales declined 14.3% in 1Q for both DRAM and NAND flash, but are expected to swing to a 3.6% Q/Q increase in 2Q, and then surge to a strong finish with nearly 22% growth in 3Q and 17.5% in 4Q. But sales only tell half of the story.
展开▼