Catalog

Semico’s most recent report DRAM Reversal of Fortune, Now What?, provides invaluable insight into where the memory segment is headed and why. With a detailed quarterly review of ASPs, unit shipments and revenues for 2009 and 2010, the numbers rise to the surface and tell the story of what to expect over the next several months. Capital expenditures, bit growth rate, DDR3 Crossover, and detailed forecasts by density migration, revenue, unit shipments, and ASPs through 2014, are all included.

It is not a surprise that this year the DRAM market will fall below 2008 levels for both units and revenues. Semico Research Corp. is forecasting DRAM revenues to decline in excess of 20%, while unit volumes will only drop 6% compared to last year. However, the DRAM market will rebound next year. Semico predicts DRAM revenue growth of 26% and unit volume to increase over 50% in 2010. A key question is “Where will all the DRAM go?”