DRAM debate: Is boom cycle over?
August 10, 2010 // Mark LaPedus
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.
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.
What's in store for DRAMs now and the future?
Some are pessimistic in the short term. ''In fact, two-thirds of current (fab capacity) plans are centered on memories. The problem is dominantly in DRAMs, where as recently as May, everyone thought the consolidation would limit over-expansion. In less than one quarter, we have gone from a window of endless shortages to excess,'' said G. Dan Hutcheson, CEO of VLSI Research Inc., in a recent report.
Others disagreed. "We believe the DRAM cycle has a ways to go due to the enterprise upgrade cycle (these last few years, not quarters), and DRAM cycles are currently muted (more predictable supply growth and average selling price stability) unlike in the 80s and 90s," said Hans Mosesmann, an analyst with Raymond James & Associates.
"DRAM players are seeing 13-15 percent bit demand growth in 3Q '10 and an expectation of similar quarter/quarter growth in 4Q '10. Some OEMs are indicating 100-plus percent bit growth in 2011, which is obviously not an indication of overall bit demand growth but rather an indication that in enterprise-centric applications (servers) the new Intel Nehalem CPU architecture requires significantly more DRAM," Mosesmann said. All news
Conspiracy alleged over Rousset wafer fab closure
March 07, 2014
A class action lawsuit has been filed in Federal Court in New York alleging that Atmel Corp. (San Jose, Calif.) conspired ...
Europe loses PV market lead to Asia in 2013
Driverless car sharing concept focuses on digital comfort
Automated SSL test system authenticates LED technology performance
Paper-thin ultracapacitor aims to boost Li-ion battery performance
Apple set to transform sapphire wafer market
March 07, 2014
The sapphire industry ended an 18 month period of depressed pricing and achieved $936 million in revenue for wafer products ...
FTDI reveals streaming instruction behind new 32bit architecture
AMD taps UK tool for video verification
UHF RFID the radio technology of choice for Industry 4.0
- DSM presents: Select the best plastic for DDR4
- Wireless Sensor Network Challenges and Solutions
- Putting FPGAs to Work in Software Radio Systems Handbook
- Real-Time Spectrum Analysis for Troubleshooting 802.11n/ac WLAN Devices
InterviewWi-Fi is open for business, which is good news for mobile subscribers
Following the news that Netgear has built a Facebook-linked amenity Wi-Fi option into its routers, enabling businesses to offer free Wi-Fi in return for liking the company Facebook page, David Nowicki, ...
Filter WizardCheck out the Filter Wizard Series of articles by Filter Guru Kendall Castor-Perry which provide invaluable practical Analog Design guidelines.
Linear video channel
READER OFFERRead more
This month, Freescale is giving away ten RIoTboards, worth 74 dollars each, for EETimes Europe's readers to win.
Designed to run Android operating systems efficiently or to run under Linux, the board is based on the Freescale i.MX 6Solo processor; using the ARM Cortex-A9 architecture.
And the winner is...
In our previous reader offer, Crystal Display was giving...Read more
December 15, 2011 | Texas instruments | 222901974
Unique Ser/Des technology supports encrypted video and audio content with full duplex bi-directional control channel over a single wire interface.