Why DRAM Vendors Must Consolidate – Single User
Few truly understand why consolidation happens in semiconductor memory markets. This three-page brief explains fab costs drive smaller players to leave the business. This is a single-user license.
DRAM vendors are consolidating because of a very simple dynamic.
Although few really understand how and why consolidation must occur in the DRAM market, Objective Analysis shows that it is a very rational behavior that can be explained through market growth and fab costs.
This brief shows that the DRAM market will undergo continuing consolidation, while the NAND market is likely to attract a an increasing number of participants.
Charts illustrate the fundamental trends behind these phenomena.
This three-page brief includes four figures.
The single-user license allows one electronic copy to be stored on a PC, and up to three print copies to be circulated within a single department.
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