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DRAM price declines suggest tough second half

7/27/2011 04:17 AM EDT
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Gil Russell
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re: DRAM price declines suggest tough second half
Gil Russell   7/28/2011 5:20:59 AM
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Product mix is one issue. One supplier has major quality problems affecting their volume supply into the data center segment. They're now down binning into tier 2 & 3 segments creating an over supply condition and crashing the price. Recovery? Late 2011 is questionable though 2Q 2012 is the best bet.

resistion
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re: DRAM price declines suggest tough second half
resistion   7/27/2011 5:42:04 AM
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Possibly a shift from PC to tablet/pad, the latter having NAND and relatively little DRAM, compared to the former.

Dave.Dykstra
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re: DRAM price declines suggest tough second half
Dave.Dykstra   7/27/2011 5:13:40 AM
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Interesting. Is this due to manufacturers shifting to other types of memory, or to a decrease in PC sales? What does this indicate about the overall health of the electronics industry?

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