What a 5% DRAM Wafer Cut Really Means – Single User

Description

Towards the middle of 2019, leading DRAM and NAND flash makers outlined their plans to cut wafer production by small percentages.  This can easily be misread as an equivalent reduction in output.  Instead, the output reduction is always significantly less, perhaps even trivial.  This Objective Analysis Brief explains why this is the case and helps industry observers to understand how to interpret these statements.

This three-page Brief uses three charts to explain the dynamics of production cuts.

The single-user license allows one electronic copy to be stored on a PC, and up to three print copies to be circulated within a single department.

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