DigiTimes reports Elpida CEO Yukio Sakamoto is optimistic about PC DRAM demand after March. Additionally, he also predicts that the number of players in the DRAM market will further shrink to "three, probably two, after another wave of eliminations, mergers or acquisitions".
Supply for DDR3 memory will become tight in April or May after reaching a balance point in March 2011, according to Elpida Memory president and CEO Yukio Sakamoto. DRAM inventory at PC OEMs is now at 0.9 months, and will drop to below 0.8 months after mid-March.
With clients rebuilding their inventory, DRAM contract prices are expected to start rising with 2Gb DDR3 parts likely to approach US$3 in March, Sakamoto said.
In addition, Sakamoto forecast that the number of players in the DRAM market will reduce to three, probably two, after another wave of eliminations, mergers or acquisitions. He also commented that DRAM companies should step into producing mobile DRAM in order to survive.