Due to fabrication shortage and a higher request for smartphone memory the DRAM prices have increase during the last 9 month (up to a factor 2) www.geizhals.de 32GB_DDR4_price_dev_May2017.JPG

The memory industry has gone through several cycles of over and under-provisioning of DRAM chips during the last years, which has made this market very volatile. http://www.anandtech.com/show/11100/micron-2017-analyst-conference-roadmap-updates-forecasts-and-ceo-retiring

RAM_revenues.JPG

long_term_memeory_trend_revenue.jpg

The end of the NAND structure scaling 2 years ago lead to heavy investments into 3D structures for memory cells. The current level is 64 layers with 72 anticipated at the end of the year. After improving the fabrication yield industry expects that the 3D market share of memory unit shipped will reach the 50% level at the end of 2017. https://seekingalpha.com/article/4067295-micron-technology-advances-nand-competitors

NAND_roadmap_may2017.png

total memory market to grow 10% in 2017 http://www.icinsights.com/news/bulletins/Total-Memory-Market-Forecast-To-Increase-10-In-2017/ * total_memory_IC_market_revenues_predic_dec20_2016.png:
total_memory_IC_market_revenues_predic_dec20_2016.png

mid 2016 DRAM price evolution http://thememoryguy.com/putting-dram-prices-in-perspective/

  • 2016-05-06-Blog-Picture_memory_price_evolution.jpg:
    2016-05-06-Blog-Picture_memory_price_evolution.jpg

network, DRAM storage development of performance and problematic gaps https://itblog.sandisk.com/cpu-bandwidth-the-worrisome-2020-trend/ * DRAM-trends-log_May2016_sandiskblog.jpg:
DRAM-trends-log_May2016_sandiskblog.jpg

  • DRAM-trends-log_2_May2016_sandiskblog.jpg:
    DRAM-trends-log_2_May2016_sandiskblog.jpg

Latest News

10. Januar 2017 strong price increases (25% level) of server memory in Q1 2017: http://www.dramexchange.com/WeeklyResearch/Post/2/4568.html

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