Many of the bigger memory players such as Samsung, Hynix, and Micron can trade off DRAM for flash production since the tool set needed to produce both is nearly identical. Last year DRAM margins were better so these companies switched more manufacturing capacity there. Now it sounds like flash is heating up a bit more, so these same companies could switch capacity over to flash, but of course then DRAM would suffer.
All in all it sounds like a very good year for the big memory companies.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.