Is The DRAM party over? The comments from Samsung may mean that the end of the DRAM (dynamic random access memory) boom is near. The surplus is blamed on weak PC demand and analyst predict that if demand doesn’t pick up, we could see inventories go even higher in the coming weeks.
This is the latest in a series of warnings by Samsung and others that the price of DRAM would start to fall in the 2nd half due to the uncertain economic outlook.
“If the PC market continues to slow, we may see a kind of oversupply in Q4 or Q1,” Kwon Oh-hyun, head of Samsung’s chip business, said at a media conference at its annual mobile solutions forum in Taipei. Samsung does go on to note however, that due to mobile devices and servers, the DRAM market will remain stable; they just don’t see further growth on the horizon.
No good thing last forever though right?