The coronavirus pandemic has been hitting hard the consumer device market, in turn dampening demand for memory. The DRAM and and NAND flash markets are expected to see oversupply last into first-half 2021. But in some other markets, strong demand has fueled sales growth for many companies, such as notebook ODMs whose production is badly needed to support stgay-at-home needs. But notebook ODMs' production has been undermined by component shortages. Tight capacity at 8-inch wafer fabs has been blamed for shortages for some IC parts needed for notebook production.
DRAM, NAND flash in oversupply: The DRAM and NAND flash markets will be oversupplied until the first half of 2021, according to Chang Chia-kun, president for memory module maker Apacer Technology.
Notebook ODMs suffer widening component shortages: Supply of notebook-use chips and components including processors, LCD panels and power chips has fallen short of demand, with the gap likely to widen to 15-20% in the third quarter, according to sources at Taiwan-based ODMs.
Eight-inch fab capacity to stay tight in 2021: Eight-inch fab capacity will remain tight until 2021, due mainly to strong demand for display driver ICs and power management chips, according to industry sources.