Online information source for semiconductor professionals

DRAM capital spending déjà vu, notes IC Insights

16 December 2008 | By Mark Osborne | News > Fab Management

Popular articles

New Product: Applied Materials new EUV reticle etch system provides nanometer-level accuracy - 19 September 2011

Oberai discusses Magma’s move into solar PV yield management space - 29 August 2008

??Velocity?? the new buzzword in Intel??s PQS annual awards - 12 April 2012

Applied Materials adds Jim Rogers to Board of Directors - 29 April 2008

New Product: ASML Brion??s Tachyon MB-SRAF enables OPC-like compute times - 19 September 2011

Market research firm, IC Insights has revealed that the historical capital spending cycles in the DRAM industry point to a recovery in spending in 2011. After several years of intense capital spending, the DRAM industry is pulling in the reigns as aggressively as they once splashed out, creating the next supply shortage, perhaps starting in the second half of 2009. With an anticipated rise in ASPs, IC Insights projects modest spending improvements in 2010 and a return to the good old, bad old days in 2011.

IC Insights noted that; ‘the size of the capital expenditure outlays in 2010-2011 will determine how long the DRAM market “recovery” lasts the next time around.’

Editor Note: (17.12.08) 2004 figures in the chart below when initially posted were incorrect. This has now been changed.

 Corrected DRAM capex figures included for 2004

Related articles

Worldwide capital-spending trends - 01 December 2004

Worldwide IC Capacity Trends - 01 March 1999

IC Insights: Foundry capital spending set for record year - 08 February 2011

Worldwide capital spending trends: ??up from here? - 01 September 2002

??Billion-Dollar Club?? members depleted - 07 August 2009

Reader comments

No comments yet!

Post your comment

Please enter the word you see in the image below: