Mark Osborne, Editor-in-Chief, Semiconductor Fabtech
The main memory markets for DRAM and NAND flash have suffered from a sustained period of declining ASP’s due to significant oversupply conditions for over 12 months. Such have been the financial quarter-quarter losses that there have been calls for a further wave of company consolidations, production cutbacks and exits for the smaller players. From the beginning of 2008, there has been a flurry of activity in all aspects of the memory market, which could be leading to a significant realignment. In this special report we will focus on the memory sector as it relates to the business environment and 300mm fabs.