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the DRAM market: Past bubbles and how it could be different this time

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the DRAM market: Past bubbles and how it could be different this time

Posted on: 12-May-2010

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Summary

Just given at DB Access Asia: DRAMs are an essential part of all systems. Yet unlike MPUs, DRAMs get no respect. With flash having matured and too controlled by Apple. Could the next big semiconductor memory opportunity be DRAMs? The market has consolidated, which is an opportunity for long term profitability. Delves into new market drivers such as consolidation, capacity, and cell structure changes that will make DRAMs a better market opportunity.

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