MarketWatch Biweekly
Your source for the latest news, commentary and analysis, MarketWatch Bi-Weekly keeps you up-to-date on issues affecting the electronics industry.
From Our Market Blog
Latest on Twitter
- Smith Market Blog: 2011 Was a Record Year for Semiconductor Sales http://t.co/QxXHFYLR
- Smith Market Blog: Will There be a Super Bowl Effect for Displays? http://t.co/WG478nGi
- Smith Market Blog: Understanding January's Barrage of Reports & Divergent Strategies http://t.co/TajSDlC6
- Green Charge: an app that helps your EV talk to you (video) | http://t.co/AyqBG8aM #green #tech
- Booming iPad Sales Help Apple to Become Largest Consumer of MEMS Microphones in 2011 | http://t.co/ZPK2mpMN #tech
- Apple Retakes Smartphone Lead in Q4; Samsung Grabs Top Spot for Full-Year 2011 | http://t.co/PrL9KQLL #tech
- Smith Market Blog: 2012's Industry Numbers Part 2: Time will tell but manufacturing changes… http://t.co/fmefozSq
- Smith Market Blog: 2012's Industry Numbers Reveal Interesting Dynamics http://t.co/icpVGo22
- Smith Market Blog: Lingering 2011 Problems: Will 1Q12 be an Inventory Challenge? http://t.co/qQ5v6Exh
- Smith Market Blog: Beyond the Devices: CES underscores continued growth for NAND http://t.co/Hn9WCrRG
- Follow On Twitter
DRAM debate: Is boom cycle over?
Monday, 16 August 2010 11:12
Read this week's issue - August 16, 2010
There are mixed signals in the DRAM market right now. Some say the boom cycle is over. Some say that this boom period is just the beginning and product shortages will linger for the foreseeable future.
Others say the boom cycle will continue, but it will be somewhat limited, due to the lack of fab equipment. As reported, ASML Holding NV and Nikon Corp. are unable to keep up with huge demand for their respective 193-nm immersion lithography scanners for advanced DRAM production.
DRAM makers also failed to invest in new capital in recent cycles. As a result of this and other trends, overall DRAM bit growth projected for 2010 could come in from 2 to 4 percentage points lower than expected. This could reduce the projected annualized DRAM growth rate from 49 percent to as low as 45 percent, warned iSuppli Corp. in a new report.
Read more in the August 9, 2010 EE Times "DRAM debate: Is boom cycle over?"
Show/hide comment form
