Don't even bother trying to follow the memory market until you've taken a dose of Dramamine. The DRAM industry has more ups and downs than a Six Flags amusement park, only without all the thrills. According to A-Data, that doesn't look to change in 2010, and you should brace yourself for a memory shortage in the latter part of the year.
Speaking at a recent company event, A-Data chairman Simon Chen said strong PC replacement demand in both the consumer and business sectors will put the squeeze on memory makers to keep up. Chen expects demand to outpace supply by 1-2 percent in the second quarter, and then remain throughout the second half of the year.
Chen attributes the demand to Windows 7, which he says will spark a ton of replacement PC purchases. As a result, expect DRAM prices to go up, a trend we've already been seeing, especially in the notebook memory market.