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DRAM shortage, price spike predicted

Posted: 15 Mar 2011 ?? ?Print Version ?Bookmark and Share

Keywords:DRAM? bits? wafer? NAND? flash?

Demand for DRAM is set to increase in the second half of 2011, due to a combination of growing demand for mobile DRAM and the removal of Taiwan DRAM bits from the market, according to an analyst.

Hans Mosesmann, an analyst with Raymond James & Associates Inc., said in a report that he expects a DRAM shortage later this year as "major DRAM players shift more bits to mobile DRAM, which would reduce 'bits' per wafer by approximately 20 percent relative to PC DDR3 DRAM."

He cited Micron's presentation at the Raymond James 32nd Annual Investor Conference, where the company reportedly said that "DRAM supply/demand dynamics are getting better, and while NAND flash dynamics are a little more challenging to forecast, current pricing and inventory dynamics are encouraging."

"Contract pricing (in DRAMs) continues to move upward modestly in March with lean channel inventories and increasing concern by OEMs (supply) as they look into the latter part of 2011," Mosesmann added.

He noted that Micron indicated that DRAM bit (unit) supply growth in 2011 was around 45 percent year-over-year, which is down from the approximate 50 percent recorded earlier this year. "Server DRAM markets are also gaining traction ahead of the Intel Romley volume ramp with system DRAM configurations (content) that are two to three times the previous generation."

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