The DRAM market is ordspråk

The DRAM market is quite stable now so NAND flash prices falling sharply isn't something to be too concerned about.

The higher prices of Dram chips and the more profitable Nand flash memory products will help the company to record profit this year.

We believe precipitous declines in NAND prices are being driven primarily by excess supply, as NAND makers have invested significant capital over the last several quarters. In addition to capital investments dedicated purely to NAND, the transition of DRAM capacity to NAND capacity has further exacerbated the supply problem in NAND.

It's very clear, NAND flash saved the DRAM industry from a major collapse. 2005 was not a good year for the DRAM industry, but it could have been a lot worse.

Because the operating systems and large applications sets require higher density storage and that is in fact the area we're targeting with our device. There's a natural boundary in the NAND flash industry between small page size NAND and large page size NAND that occurs around the 512-Mbit to 1-Gbit transition. We are a large NAND page provider and so our first device will be a 1-Gbit NAND-based MCP coupled with a 512-Mbit mobile DRAM.

NAND flash saved the DRAM industry from a major collapse.

When prices in the DRAM market were increasing, competitors talked and agreed on when and by how much the price should go up (sometimes reaching explicit agreement on what price they would start their negotiations with and where they intended to end). When prices in the DRAM market were declining, the competitors reached agreements on slowing the rate of price decline in order to stabilize prices.

The NAND flash memory market is enjoying rapid growth.

Masashi Muromachi

Lower NAND prices would boost demand in a few months' time. We still see a 40 percent annual fall in NAND prices.

Regarding market rumors questioning a supply of NAND flash for game consoles, it's not correct.

DRAM prices are likely to be stable or rise slightly for the first quarter. It takes time to fix supply problems.

To meet the market's increasing demand for high density, small form factor, and low power devices, it's a natural evolution for Micron to further support the industry by creating a powerful NAND and DRAM packaging combination.

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DRAM (dynamic random access memory) prices have come back a little bit. Although they are not that strong, we expect them to be stable or improve for the rest of the year,

Although demand was about what we expected during the quarter, the average selling prices for our DRAM product line were lower than we planned. DRAM selling prices were under pressure, especially in November and December.

The NAND market has claimed its first victim. The only way to compete in the NAND market is to put the pedal to the metal.

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