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PCs now account for less than half of all DRAM consumption, says IHS iSuppli: the firm expects...

PCs now account for less than half of all DRAM consumption, says IHS iSuppli: the firm expects this number to fall to 42.8% by the end of 2013, as PC demand remains weak and smartphone/tablet consumption keeps surging - the iPhone 5 is believed to contain 1GB of DRAM, and Samsung's (SSNLF.PK) Galaxy S III contains 2GB. Micron's (MU) purchase of Elpida had much to do with boosting the company's mobile DRAM exposure. Following a 1H respite, PC DRAM prices are tumbling once again. (DRAM inelasticity)
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  • hfrank9
    , contributor
    Comments (7) | Send Message
     
    I warned you people over and over that MU was risky. At $4 but probably closer to $3 per share it might be worth taking a flyer. Anything more than that and you are doing nothing but gambling on a long shot.
    14 Sep 2012, 04:02 PM Reply Like
  • Matt-Man
    , contributor
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    Gambling seems to payoff, memory prices rising when number of vendors shrink to 3. It is likely that none is interested to start price war to finally cash in from the situation so higher memory prices can be considered new norm.
    16 May 2013, 01:32 PM Reply Like
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