OEMs could be scrambling for their supply of DRAMs for some time: Shortages of DDR-based SDRAMs could last until the first quarter of next year, warned South Korean memory makers here.
For some time, there has been a shortage of select DRAMs, especially next-generation DDR3 parts, due to market demand for high-end notebooks, servers and other products. Shortages of DDR3 have prompted a buying spree for older DDR2 parts, causing shortages for those devices.
Elpida Memory Inc., Hynix Semiconductor Inc., Micron Technology Inc. and Samsung Electronics Co. Ltd. are separately ramping up their production of DDR3 devices, but some vendors do not have the fab capacity. For years, DRAM capital spending has lagged, due in part to losses and the ongoing memory downturn.