iSuppli Warns of Upcoming DRAM Shortage
PrintTrying to follow the ups and downs of the DRAM market is a crap-shoot at best, but market research firm iSuppli is doing its best and now believes we're in for a shortage.
There are two reasons for this. First, iSuppli says bottlenecks in the availability of tooling equipment are cause for concern, and secondly, challenges relating to immersion yield could throw a wrench into the whole operation.
On that second point, iSuppli says resource constrained companies could have trouble funding the transition to beyond 50nm and end up reducing their total output. Elpida, for example, is in the midst of moving from 6xnm to 45nm, but if the company should run into any unexpected yield issues along the way, bit production could be significantly disrupted, iSuppli said.
Or this could all be much ado about nothing. Stay tuned.
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TechLarry
August 11, 2010 at 12:17pm
Standard operating procedure for this industry when they want to get prices up. Create a shortage! Create fear and doubt! Cause OEM's to bulk up, and create a shortage when one didn't exist in the first place!
They learned well from the Oil companies.
Keith E. Whisman
August 10, 2010 at 9:57am
Warning Will Robinson Warning! Artificial price hikes ahead.
BlazePC
August 10, 2010 at 1:05pm
That's what I was thinking!
These comodity folks always fabricate this allocation scenario to prop up or increase prices. And the media channels are their pawns, or is that pwns? LOL
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