DigiTimes reports DRAM production may reach a balance between supply and demand due to the devastating earthquake in Japan:
Potential wafer supply disruptions may actually push the memory industry, especially the DRAM sector, to reach a balance between supply and demand. There has been a substantial rise in DRAM supplies since the second half of 2010.
Digitimes Research previously forecast that the DRAM industry would be dogged by oversupply as chipmakers ramp up output through conversions to new technology nodes. Worldwide DRAM supply would exceed demand by 28% in 2011, according to estimates made in January 2011.