News.com heeft een nieuwsbericht gepost over de dwaze prijs stijgingen op de geheugen markt. In het artikeltje worden een aantal oorzaken genoemd voor de prijs explosie:
Although the price hike is real, its cause is tough to pin down. Production problems at some manufacturers and cutbacks in memory module manufacturing are rumored to be the cause, according to some sources.
Other possible, more factual, contributing factors: a nationwide electricity grid blackout in Taiwan earlier this summer that caused plant shut-downs, a transition to higher-capacity chips, and increased demand because of higher-than-expected PC sales.
[...] Kingston's Dreher cited a July electrical grid blackout in Taiwan as a factor in the price rise, stating that supply was affected by as much as two percent at that time. She also said that severe supply constraints in the market for flash memory--used in cell phones and digital cameras--is causing a scare in the DRAM segment.
Other manufacturers and analysts contacted today also noted the blackout and a rumor that Micron was having trouble with production yields as it transitions from 64-megabit to 128-megabit chips, causing panic buying.
[...] On the other hand, Dataquest's Guidici said that PC sales are going "to be very strong in the third quarter" when the numbers come out, meaning more demand for memory chips. This is on top of statements from Toshiba, one of the top five makers worldwide, that it would cut back drastically on the production of 64-megabit chips and from IBM about getting out of the commercial DRAM business. Hitachi is representative of a trend at Japanese makers to get of out of the mainstream 64-megabit DRAM market. Though the company still makes the 64-megabit variety, it is concentrating on pricey 256-megabit chips that are used in severs, according to Ron Bechtolds, a vice president at Hitachi Semiconductor America.
He has also seen a number of factors conspiring to drive up prices of the standard 64-megabit chips. Just as memory makers began to transition from 64-megabit to 128-megabit, low-cost PC makers upped the amount of memory standard in PCs from 32MB to 64MB, crimping supply, he said. "You have 2X demand now. A desire [by PC makers] to build inventory, plus the existing demand that's out there already."
Dan is het maar te hopen dat er snel wat meer 128-bit chippies op de markt komen, anders zitten we met een toenemende vraag terwijl de produktie achterblijft = dure DIMMetjes.