It's Pretty much Official... The DRAM Market is Back ...

[Mr Fox]

Bloomberg has excellent article here:

http://www.bloomberg.com/apps/...01087&sid=acKBFBhHNmUo

DigiTimes also has numerous articles about the resurgence of the Taiwan Markets as well.

Taiwan DRAM makers see operations generate net inflow of cash:

http://www.digitimes.com/news/a20090922PD217.htm

Memory backend firms enjoy rising DDR3 shipments

http://www.digitimes.com/news/a20090921PD215.html

Memory backend supplier Walton says DRAM demand picking up

http://www.digitimes.com/news/a20090921PD206.html


All this news is going to mean one thing........ Rising Prices

There are huge Capital Investments being made to 22 nm DRAM, and NAND foundries...

 

[Zap]

Originally posted by: Mr Fox
All this news is going to mean one thing........ Rising Prices

Damnit.

Kinda noticed it when the $20AR 4GB DDR2 deals ended earlier this year, and more recently the $70AR 6GB DDR3 deals.

 

[Idontcare]

Originally posted by: Mr Fox
All this news is going to mean one thing........ Rising Prices

There are huge Capital Investments being made to 22 nm DRAM, and NAND foundries...

http://forums.anandtech.com/me...id=83&threadid=2330572

Capex won't be able to catch-up the capacity to counter the impending shortfall. It'll help, but there is little you can do to shorten the install and qualification cycle for new tools in the fab, assuming the capacity expansion is available without having to build a new fab.

 

[Mr Fox]

Originally posted by: Idontcare

Originally posted by: Mr Fox
All this news is going to mean one thing........ Rising Prices

There are huge Capital Investments being made to 22 nm DRAM, and NAND foundries...

http://forums.anandtech.com/me...id=83&threadid=2330572

Capex won't be able to catch-up the capacity to counter the impending shortfall. It'll help, but there is little you can do to shorten the install and qualification cycle for new tools in the fab, assuming the capacity expansion is available without having to build a new fab.

yeah this pretty much confirms the trend that was being noticed at least a month ago...

Good news, and Bad... all in one package !!

 

[Idontcare]

Yep its confirming those analysts were right, will be good times for the memory makers (profits for a while hopefully) and for the tool makers.

 

[RebateMonger]

Won't be the last time memory prices went up and down and up and down. Commodities prices vary way more than unique products.

I remember how great it was when memory prices got below $100 a MEGABYTE. Then a shortage took prices back to $300 to $400 a Megabyte, pricing most of us out of the joys of Expanded (EMS) and Enhanced Expanded Memory (EEMS) back around 1988.