December 25, 2009
Memory Chip Shortage In 2010
DRAMeXchange says while companies try to replace older PCs, there could be a shortage of memory chips by the second half of next year.
DRAMeXchange published their forecast on Thursday stating shipments of PCs would rise 13 percent next year, driven by notebooks, with 22.5 percent growth to 160 million units, and pared-down netbooks, set to rise 22 percent to 35 million units.
DRAMeXchange told Reuters, "DRAM will likely face a serious shortage in 2H10 triggered by the hot PC sales. The DRAM price decline will likely be eased in 2Q10. That is, DRAM vendors will have a great opportunity to remain in profit for the whole year."
Sales were lifted beyond expectation when Micron, the top U.S. memory chipmaker, delivered its first quarterly profit in nearly 3 years.
Prices for DRAM chips, the most common type of computer memory, have stabilized over the past two months after rising for most of the year as chipmakers slashed capacity and capital spending, causing shortages.
DRAMeXchange predicts that the capital cost by DRAM vendors would rise 80 percent in 2010.
It is presumed that Samsung will spend $2.6 billion and Korean chipmaker Hynix will spend $2.2 billion.
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