Flash capex, bit growth and ASP all headed south.

Flash capex is forecast at $22 billion this year, reports DRAMeXchange, which is a 2% drop on 2018 as supply continues to outrun demand. The 2% drop comes on top of a 10% capex cut last year. As a result, 92/96-layer 3D NAND products will only account for about 32% of the industry’s total output ...

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