According to this story out of DigiTimes we may finally be hitting peak DRAM demand and that supplies and prices may start to decline.  This seems somewhat counter intuitive, the drop in sales of smartphones and cryptomining will reduce the demand somewhat but we should expect to see a surge in demand from auto manufacturers as our cars become more and more complex … and possibly intelligent.  The counterpoint would be the maturation of current process tech and the numerous plants coming online over the next year or so.  Samsung, Micron, SK Hynix, Innotron and even Jin Hua will be facing a lot of changes over the coming months.  Let us hope part of the changes are a downwards trend in price.

"Samsung Electronics and SK Hynix would be forced to overhaul their current profit-oriented business strategy as both firms believe that the booming memory market, which has continued for 2-3 years, is likely to be over by the end of 2018, according to a Korea-based Digital Times report."

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