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If you’ve been following the roller-coaster ride that constitutes the global semiconductor memory market, then you’re probably looking over the shoulders of as many memory analysts as possible, trying to find one whose crystal ball isn’t cracked, fused, melted, or blackened. Memory analyst Lane Mason recently spent some time at Denali Software and recorded a Webcast with his overview of recent events in the global memory arena, his view of today’s status, and his forecasts for what is to come. Lane’s been following the memory market for well more than a decade and his counsel is solid. See and listen to his report here.

1 comment

# Bill on 05/15/10 at 20:28
The NAND market of $16 billion in 2009 is way too high even with SanDisk. Should be around $14 billion.

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The Denali Memory Report addresses trends, analysis, and news for the semiconductor memory industry. The blog is designed to provide practical and unbiased analysis of the memory market, including vendor profiles, technology roadmaps, price/supply outlooks, and other news developments.

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