Memory Market Outlook 2010 - Denali Software

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Memory Market Outlook 2010: Down and back in ˜ 12 months

May 04, 2010
Presenter: Lane Mason, Memory Market Analyst
Approximate Time: 35 minutes
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This webcast gives an overview of the recent 'industry downturn', with special attention to what happened for the memory market...applications, suppliers, prices, and investment. Then it provides snapshots of the current pricing environment, technology roadmaps for DRAM, NAND and NOR products, and discusses the prospects for the next 12-18 months, insofar as prices, market driving forces, and vendor investment strategies are concerned.

All downturns look the same; all downturns are different...and this one, more than any before, promises to leave the industry with record sales and record profits for 2010, plus a decent interval before prospective supply growth can again rear its head and bring prices tumbling down. After 7 painful memory cycles in 20 years, we are smarter for all our pain...or are we?

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