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DRAM capital spending déjà vu, notes IC Insights

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

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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

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