The memory markets struggled through a mixed 2020 but appear to have emerged strongly positioned. Could 2021 be the beginning of another memory supercycle?
Watch the replay of our Live Market Briefing broadcast on April 7, 2021 now:
In this webcast we explored what the next few quarters and years hold for both the NAND and DRAM markets, including demand, pricing, and profitability.
This webcast will take a quick look back at 2020 to review the recent history of the memory markets before focusing on the near and mid-term prospects for the NAND and DRAM markets. It will cover market dynamics, supply, demand, pricing, and profitability with particular focus on answering the question: Are we entering the next super cycle for memory.
As VP of NAND and Memory Research, Walt Coon is a member of the Semiconductor, Memory & Computing division, at Yole Développement (Yole).
Based in the US, Walt is leading the day-to-day production of both market updates and Market Monitors, with a focus on the NAND market and semiconductor industries. In addition, he is deeply involved in the business development of these activities.
Walt has significant experience within the memory & semiconductor industry. He spent 16 years at Micron Technology, managing the team responsible for competitor benchmarking, and industry supply, demand, and cost modeling. His team also supported both corporate strategy and Mergers & Acquisitions analysis. Previously, he spent time in Information Systems, developing engineering applications to support memory process and yield enhancement.
Walt Coon earned a Master of Business Administration from Boise State University (Idaho, United-States) and a Bachelor of Science in Computer Science from the University of Utah (United-States).
As VP of DRAM and Memory Research, Mike Howard is a member of the Semiconductor, Memory & Computing division, at Yole Développement (Yole).
Mike’s mission at Yole is to deliver a comprehensive understanding of the entire memory and semiconductor landscape (with special emphasis on DRAM) via market updates and Market Monitors. Mike is also deeply involved in the business development of all memory activities. Mike is based in the US.
Mike has a deep understanding of the DRAM and memory markets with a valuable combination of industry and market research experience. For the decade prior to joining Yole, Mike was the Senior Director of DRAM and Memory Research at IHS. Before IHS, Mike worked at Micron Technology where he had roles in corporate development, marketing, and engineering.
Mike earned a Master of Business Administration at The Ohio State University (United-States), a Bachelor of Science in Chemical Engineering and a Bachelor of Arts in Finance at the University of Washington (Washington, United-States).
Related reports & monitors:
- NAND Quarterly Market Monitor
After a difficult finish to 2020, the NAND market outlook improves in early 2021
- DRAM Quarterly Market Monitor
The DRAM rocket ship is fueled up and ready for blast off to reach 120B$ by 2022 due to limited supply coupled with resurgent demand
- Emerging Non-Volatile Memory 2021
- Embedded Non-Volatile Memory (NVM) readies to take off driven by low-power applications. Stand-alone NVM continues its journey toward mass adoption, despite ecosystem slowdowns.