Breaking News
Comments
Newest First | Oldest First | Threaded View
daleste
User Rank
CEO
Re: Broader Problems?
daleste   8/11/2013 3:20:38 PM
NO RATINGS
This may just be a case of over supply.  Are the run rates for tablets and smart phones slowing?  Are there too many suppliers for flash?  It always seems to be the case that each of the suppliers plan to grow faster than the market and this causes an inventory build.

goafrit
User Rank
Manager
Re: Broader Problems?
goafrit   8/6/2013 3:05:59 PM
NO RATINGS
>> The softening prices are in the NAND flash domain. Not the DRAM market.

Very good differentiation and explanation. DRAM market will track the smartphone overall trajectory which still looks good now.

goafrit
User Rank
Manager
Re: Broader Problems?
goafrit   8/6/2013 3:04:56 PM
NO RATINGS
>>  And now there is a surplus in the DRAM supply chain? 

There is always the surplus in DRAM as they usually follow a pattern. Stock, use and then re-order.  I do not think this shows any pattern of slow down. The economy will always drive this trajectory and I do not see a lot of slowdown. With the housing recovery, expect everything to stay positive.

Peter Clarke
User Rank
Blogger
Re: Broader Problems?
Peter Clarke   8/5/2013 6:23:52 AM
NO RATINGS
The softening prices are in the NAND flash domain. Not the DRAM market.

 

DRAM market is dependent on the PC market, known to be soft, but with a long-term replacement proposition. The NAND flash is dependent on the smartphone and tablet computer markets which appear to be softer than previously expected in Q3 and possibly in H2.

 

Tom Murphy
User Rank
Blogger
Broader Problems?
Tom Murphy   8/2/2013 6:59:44 PM
Interesting.  Although they are two separate markets, I can help noting that IDC's outlook for chip sales show a 6.9% increase in 2013, but a slowdown to 2.7% in 2014.  And now there is a surplus in the DRAM supply chain? 

I'm not hunting for cloudy skies, but who thinks this is a warning of a much broader slowdown for tech?  Or is this just a coincidence?



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Rishabh N. Mahajani, High School Senior and Future Engineer

Future Engineers: Don’t 'Trip Up' on Your College Road Trip
Rishabh N. Mahajani, High School Senior and Future Engineer
Post a comment
A future engineer shares his impressions of a recent tour of top schools and offers advice on making the most of the time-honored tradition of the college road trip.

Max Maxfield

Juggling a Cornucopia of Projects
Max Maxfield
3 comments
I feel like I'm juggling a lot of hobby projects at the moment. The problem is that I can't juggle. Actually, that's not strictly true -- I can juggle ten fine china dinner plates, but ...

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
28 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...

Karen Field

July Cartoon Caption Contest: Let's Talk Some Trash
Karen Field
127 comments
Steve Jobs allegedly got his start by dumpster diving with the Computer Club at Homestead High in the early 1970s.

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)