1. Down on DRAMs
''2011 is likely to be the year of the NAND, not DRAM. What happened is that tablets started cannibalizing the lower end of the notebook/netbook market. In that situation, the per box GB DRAM content of the smaller size notebook of up to 2 GB was replaced by tablets that only housed 256 Mb or 1/8th the amount. Hence, DRAM oversupply.''
Five 2011 trends for the DRAM market
Posted on Friday, December 31 2010 @ 7:31 CET by Thomas De Maesschalck
Barclays Capital analyst C.J. Muse takes a look at five 2011 trends for the DRAM market, you can read it over here.