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Mobile devices could be a saving grace for the DRAM industry, and not just because mobile DRAM...

Mobile devices could be a saving grace for the DRAM industry, and not just because mobile DRAM demand is strong at a time when PC DRAM demand is anything but. Mobile DRAM parts are built to order, notes IHS' Michael Howard, and they typically aren't commodity products. All of this makes the volatile price swings historically seen for PC DRAM less likely. Samsung (SSNLF.PK) has about 60% of the mobile DRAM market, and Hynix and Micron (MU) will almost evenly control the rest once the Micron-Elpida deal closes.
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