Techweb bericht dat het huidige tekort aan DRAMs in het vierde kwartaal aan zal houden. Lijkt er dus op dat we voorlopig geen prijsverlagingen hoeven te verwachten:
Micron Technology Inc. last week broke the ice by uttering the "A" word, telling Wall Street investors that it is sold out of DRAM for the fourth quarter. And a number of other DRAM producers have placed OEM customers on allocation following the market's sudden U-turn from the oversupply situation that just this summer fed rivers of low-cost chips into the OEM channel.[...] Lisa Dreher, memory product manager at Kingston Technology Co., a Fountain Valley, Calif., module maker, said, "DRAM allocation is likely to be short-lived as manufacturers ramp to full capacity and complete die shrinks. However, looking ahead, we may see some real allocation in the DRAM market next year."
[...] Jim Sogas, director of business operations at the DRAM division of Hitachi Semiconductor (America) Inc. in San Jose, said the current DRAM shortage should continue for another month before the industry is in full allocation mode. "But regardless of what you call it, the OEM customers know they're now on allocation," he said. "Every DRAM product across the board is sold out."
