PUBLISHER: Forward Insights | PRODUCT CODE: 1342749
PUBLISHER: Forward Insights | PRODUCT CODE: 1342749
EFD shipments jumped in Q2/23 as inventory levels at mobile OEMs normalized as they built inventory for 2H/23 new mobile phone launches. The increased EFD demand primarily benefited SK Hynix and Micron.
Companies mentioned in this report include: Kingston, Kioxia, Longsys, Micron, Samsung, SK Hynix and Western Digital.