Difference: MemTechM (4 vs. 5)

Revision 52017-05-27 - BerndPanzerSteindel

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META TOPICPARENT name="TechMarketPerf"
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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
 
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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
 
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RAM_revenues.JPG
 
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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/

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-- BerndPanzerSteindel - 2017-01-20
 

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META FILEATTACHMENT attachment="DRAM-trends-log_2_May2016_sandiskblog.jpg" attr="" comment="" date="1484918902" name="DRAM-trends-log_2_May2016_sandiskblog.jpg" path="DRAM-trends-log_2_May2016_sandiskblog.jpg" size="110080" user="panzer" version="1"
META FILEATTACHMENT attachment="total_memory_IC_market_revenues_predic_dec20_2016.png" attr="" comment="" date="1484919146" name="total_memory_IC_market_revenues_predic_dec20_2016.png" path="total_memory_IC_market_revenues_predic_dec20_2016.png" size="35496" user="panzer" version="1"
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META FILEATTACHMENT attachment="NAND_roadmap_may2017.png" attr="" comment="" date="1495891093" name="NAND_roadmap_may2017.png" path="NAND_roadmap_may2017.png" size="112150" user="panzer" version="1"
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META FILEATTACHMENT attachment="long_term_memeory_trend_revenue.jpg" attr="" comment="" date="1495891093" name="long_term_memeory_trend_revenue.jpg" path="long_term_memeory_trend_revenue.jpg" size="33270" user="panzer" version="1"
META FILEATTACHMENT attachment="32GB_DDR4_price_dev_May2017.JPG" attr="" comment="" date="1495891093" name="32GB_DDR4_price_dev_May2017.JPG" path="32GB_DDR4_price_dev_May2017.JPG" size="48915" user="panzer" version="1"
 
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