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DRAM glut seen in '06, says Dataquest

Posted: 12 Jan 2006 ?? ?Print Version ?Bookmark and Share

Keywords:Mark LaPedus? semiconductor? DRAM? Gartner/Dataquest?

The semiconductor industry is expected to see decent growth in 2006, but there are some possible red flags on the horizon, including a DRAM glut, warned an analyst with Gartner/Dataquest Inc.

Klaus Rinnen, an analyst with Gartner/Dataquest, predicts 7.6 percent growth for ICs in 2006. Capital spending, however, will fall 0.4 percent this year, he said.

"The sky is not all blue," Rinnen said during a presentation here.

There are several issues in the marketplace, which could stunt the growth this year. One of those issues is that overall "empty shell" capacity is at a historical low, he said.

There also could be too much capacity in the DRAM industry, causing a possible oversupply situation in DRAMs in the second half of 2006, he said.

There are other ominous signs, including an ongoing polysilicon shortage and a tightening supply for substrates in packaging, he added.

- Mark LaPedus
EE Times

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