For a product with the rather quaint moniker of memory, DRAM chips don't appear to benefit much from history when it comes to determining demand, supply and pricing. The demand-supply imbalance with which DRAM suppliers and purchasers perennially wrestle is compounded today by a raft of new technologies and vendor business strategies that are set to hit the market over the next year. . .
PCs, servers and other computer products still account for 70 percent of total DRAM revenue, according to iSuppli. As a result, this segment will determine the fortunes of the DRAM market in 2005, the research firm said. With a slowdown in PC growth forecast for this year, analysts and chip makers are expecting a much more somber DRAM market.
"It's a difficult year to predict," Infineon's Lienhard said.
Read the lengthy article w/chart here.
Hat tip to FinzToRite of the Pinehurst Thread for the link.
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