DRAM demand has been sluggish for a while, but according to Raymond James & Associates analyst Hans Mosesmann the market will swing to undersupply in the second half of the year due to a shift to mobile DRAM and the removal of Taiwanese DRAM bits.
''In our view, a DRAM shortage will manifest itself in 2H '11 as Taiwanese DRAM bits are removed from the market and major DRAM players shift more bits to 'mobile' DRAM, which has the impact of reducing 'bits' per wafer by ~20 percent relative to PC DDR3 DRAM,'' said Hans Mosesmann, an analyst with Raymond James & Associates Inc., in a report.
This week, Micron presented at the Raymond James 32nd Annual Investor Conference. ''Key
highlights are that DRAM supply/demand dynamics are getting better, and while NAND flash
dynamics are a little more challenging to forecast, current pricing and inventory dynamics are encouraging,'' he said.