Analisten verwachten een gelukkig 2000 voor de DRAM fabrikanten. Dankzij de release van Windows 2000 zal de vraag naar DRAM chips het aanbod blijven overstijgen. Geheugen prijzen zullen blijven dalen, maar niet als pudding ineen storten (zoals dit jaar het geval was):
A bright future is being predicted for Taiwan's DRAM makers as the industry emerges from a three year slump."Next year will be very good for the DRAM business, simply because demand will be much higher than supply," said Hander Chang, assistant vice president and spokesman for Winbond Electronics. Winbond, Taiwan's largest DRAM maker, holds roughly 5 per cent of the global market.
[...] "I expect the DRAM industry to see significant growth for the next three years," commented industry analyst Eric Wang of ABN Amro, Taipei. "All the producers will benefit from an upturn in the cycle. In the short term, however, in the next three months I see a lot of pressure on the price."
[...] The release of Microsoft's Windows 2000 operating system, expected early in 2000, will help drive DRAM sales. "Windows 2000 will have positive influence," said Chang, "you need more DRAM to support all its features." Microsoft will probably recommend a minimum of 128 Megabytes of memory for PCs which use Windows 2000.
[...] Taiwan's DRAM makers will benefit next year because, unlike Samsung and others, most have steered clear of the troubled Rambus memory format.
Zie The Register voor meer info.
