The pandemic has impacted the cyclical recovery in DRAM and NAND, causing stronger demand in some segments and weaker demand in others. Looking ahead to the second half of calendar 2020, first, we expect the data center outlook to remain healthy. Second, we expect smartphone and consumer end-unit sales to continue to improve, accelerating inventory consumption across the supply chain. And third, new gaming consoles will drive stronger DRAM and NAND demand.
Despite these trends, our short-term visibility across end markets remains limited due to COVID-19, macro and trade uncertainties, as well as customer inventory changes. Turning to industry supply, second-half 2020 supply growth may be somewhat muted compared to how to become a computer engineer expectations. Some suppliers have commented about delays in equipment deliveries, which can result in slower node transitions and lower bit growth.
In the longer term, trends like Work for home, online education are expected to stay. These trends coupled with other emerging technologies like Electric Vehicles, drone delivery, robotics will spur the consumption of memory and storage in the long term.
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