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DRAM bit growth to slow in 2008; price rises possible, says DRAMeXchange |
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Dec 11, 2007 at 12:11 PM |
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According to DRAMeXchange, DRAM memory bit growth will fall from the 92 percent rate in 2007 to 57 percent bit growth in 2008 as major memory manufacturers cut capital expenditures, reduce 200mm wafer production and slow 300mm fab capacity ramps to tackle ASPs’ being below manufacturing costs.
DRAMeXchange believes that reductions in capacity growth are expected to assist in the DRAM market reaching a better balance between supply and demand with the opportunity for prices to rise again in the next demand cycle in the second half of 2008.
The online spot market trader cited that the move by Qimonda to reduce DRAM production at 200mm fabs will reduce output by 10 percent while Taiwanese DRAM makers have announced plans to reduce capital expenditure next year.
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