Tariff-Driven Pull-In Pushes Utilization Higher as Memory Inventories Tighten (August Update)
1 Min Read September 5, 2025
Discover August’s memory update with stronger inventories, tariff-driven utilization gains, and supply-demand impacts.
In this August update, Q2 memory inventories proved stronger than expected, while tariff-driven pull-ins lifted fab utilization. The report examines implications for supply-demand balance and near-term pricing trends, with the detailed Industry Performance Data Table provided for deeper reference.
