The Memory Business saw a slight profit decline due to a downward trend in NAND prices and initial costs associated with ramping up new lines, despite overall decent demand backed by server and mobile products.
Demand for mobile stayed solid despite the weak seasonality due to releases of new 5G smartphones
Demand from PC remained strong
Likely to stay robust thanks to the expanding 5G market and related growth in content-per-box and
sever demand will continue to be strong backed by solid demand for cloud applications.
PC demand will stay solid as educational laptops enter peak seasonality
DRAM prices are expected to continue the upward trend through the second half of the year
strengthen technology competitiveness by applying EUV on multiple layers of the 14-nm DRAM
Demand from mobile was robustly supported by strong smartphone sales along with rising demand and content-per-box.
Server SSD saw growth in demand compared to the previous quarter thanks to the base effect of weak demand in the previous quarter as major data center companies resumed storage investments.
Address the increase in demand for high-capacity SSD with 8TB or more
Accelerating migration to the industry’s only single-stack based 128-layer 6th generation 512Gb V-NAND