Have the Ides of March come for the memory market? Who’s playing Brutus? Who’s Caesar? A few weeks back, I touched on the subject of the memory market possibly being at its high point and that our volatile commodities could be headed toward a drop in activity and pricing. It appears that time is now.…
Gong Xie Fa Chai! The year of the goat is upon us. The goat’s personality traits are mild-mannered, shy, kind and peace-loving … which all could be considered antonyms of the memory market. The time leading up to the annual week-long celebration and shutdown saw an influx of quotes for all densities of x16 DDR3…
Greetings and happy New Year. I held off on reviewing the memory market until the dust settled after a chaotic rush to replenish inventory, pipeline in products, and forecast buys for the coming quarters. Yes, I’ll be the first to comment on scheduling through Christmas. Quote and order levels were very high since the calendar…
While this is a relatively quick week for the semiconductor industry and the memory market, we can begin to look forward to 2015. One potential political and civil hot button could have long-term effects on the memory market. And that’s police body cameras. The Obama administration has asked for congressional approval for a program that…
With Electronica 2014 now in the books, we look back at the staggering amount of visitors to this biennial event. This year’s event drew 73,000 visitors from 80+ countries and more than 2,700 exhibitors. Memory exhibitors included Alliance Memory, Adesto, Cypress, ISSI, Kingston, Micron, Nanya and Winbond to name a few of the larger board-level…
Activity levels in the memory device market remain flat and there is a bit of uncertainty as to where the weeks before Thanksgiving will finish. The 32×16 LP DDR parts were the biggest call out of the week, followed by standard 1.5-V DDR2 SDRAM. This may be due to an increase in mobile applications and…