Breaking News
Comments
Oldest First | Newest First | Threaded View
resistion
User Rank
Author
re: Memory markets to grow up to 30% in 2013
resistion   6/7/2013 4:39:24 AM
NO RATINGS
They have to say something optimistic. Where is DRAM now? Also 20 nm?

Kristin Lewotsky
User Rank
Author
re: Memory markets to grow up to 30% in 2013
Kristin Lewotsky   6/7/2013 1:21:13 PM
NO RATINGS
Funny you should ask about process nodes – I'm in the middle of putting together a slide show highlighting the state-of-the-art for flash, DRAM, and embedded. Stay tuned – it should be up sometime next week.--K

resistion
User Rank
Author
re: Memory markets to grow up to 30% in 2013
resistion   6/7/2013 3:23:58 PM
NO RATINGS
Looking forward to it, thanks.

geekmaster
User Rank
Author
re: Memory markets to grow up to 30% in 2013
geekmaster   6/7/2013 5:06:41 PM
NO RATINGS
Agree with both trends. How does this affect overall IC revenue trend?

Jim Handy01
User Rank
Author
re: Memory markets to grow up to 30% in 2013
Jim Handy01   6/9/2013 3:34:41 AM
NO RATINGS
It's interesting to see TrendForce predicting 30% growth while WSTS just announced (and the SIA sanctioned) a forecast with memory growth of only 5.9%. Why all this disagreement in a market that has been around for 40+ years? Memory is the big swing factor in semiconductors. It is the market that should be exopected to grow or shink the most in any given year. As for your parting sentence: One of the most certain signs that a semiconductor cycle is about to undergo another dramatic transition (from boom to bust or vice versa) is when people start to say that the semiconductor cycle is over and done with. http://www.forbes.com/sites/jimhandy/2013/03/22/is-the-semiconductor-cycle-dead/

aaschmidt
User Rank
Author
re: Memory markets to grow up to 30% in 2013
aaschmidt   6/10/2013 9:30:23 AM
NO RATINGS
Last time i've heard about "end of cycle" was right before 2007 memory price crisis....

Kristin Lewotsky
User Rank
Author
re: Memory markets to grow up to 30% in 2013
Kristin Lewotsky   6/10/2013 6:52:22 PM
NO RATINGS
Market research is a tricky beast at the best of times. It provides an interesting snapshot but has to be taken with a healthy dose of skepticism: are the numbers coming from the supply side or the demand side? Are the participants giving accurate numbers? And how are the numbers analyzed? Years ago in "Physics Today," I saw a cartoon that showed a curve in the first frame, a data fit in the 2nd frame, and an extrapolation of the 3rd. The first frame showed an uneven curve; the 2nd frame showed that the curve fit the back, head, and trunk of an elephant; and the 3rd frame showed that the extrapolation fit three elephants linked trunk to tail. Certainly, the disparity you mentioned between the report and the WSTS numbers is notable. The TrendForce report appears to hinge on increased DRAM demand by PC manufacturers wanting to ensure an uninterrupted supply. As an analyst, what's your opinion of that phenomenon?

NAND_analyst
User Rank
Author
re: Memory markets to grow up to 30% in 2013
NAND_analyst   6/25/2013 3:20:20 AM
NO RATINGS
Can't find the slide show--have you put it up yet? Most interested!

Kristin Lewotsky
User Rank
Author
re: Memory markets to grow up to 30% in 2013
Kristin Lewotsky   6/25/2013 5:13:09 PM
NO RATINGS
H, look for it next week--I've been holding it as a special presentation. --K



Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Like Us on Facebook
Special Video Section
Protecting sensitive electronic circuitry from voltage ...
09:45
Watch as a web server authenticates or rejects a water ...
Protecting sensitive electronic circuitry from voltage ...
Watch as a web server authenticates or rejects a water ...
Protecting sensitive electronic circuitry from voltage ...
Power can be a gating factor in success or failure of ...
Get to market faster and connect your next product to the ...
00:44
See how microQSFP is setting a new standard for tomorrow’s ...
The LTC3649 step-down regulator combines key features of a ...
Once the base layer of a design has been taped out, making ...
In this short video we show an LED light demo to ...
The LTC2380-24 is a versatile 24-bit SAR ADC that combines ...
In this short video we show an LED light demo to ...
02:46
Wireless Power enables applications where it is difficult ...
07:41
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
05:27