Don't underestimate the elasticity in DRAM and NAND markets!
DRAM bit supply should increase 18.6% in 2022, but a demand increase of 17.1%, causes a 15% YoY decrease in pricing
This decrease would be in H1, and H2 could even have price increases.
Annual DRAM revenue for 2022 $91.54B, 0.3% YoY increase
NAND bit supply should increase 31.8% in 2022, but demand increase of 30.8%, an 18% YoY decrease in pricing,
$MU $SSNLF $HXSCL $WDC $TOSYY