Andrew Norwood
Andrew Norwood
company dutch fifth last pushed time top
The Dutch company was pushed out of the top 10 for only the fifth time in the last 25 years.
coming device evidence further months seen
Any lengthening of device lead-times in coming months will be seen as further evidence of a tightening market.
flash industry major saved
NAND flash saved the DRAM industry from a major collapse.
average becoming devices downward evidence further months pressure prices seen selling supply
The supply of semiconductor devices is becoming more constrained, and the downward pressure on the average selling prices of devices seen in 2005 has eased. Any lengthening of device lead-times in coming months will be seen as further evidence of a tightening market.
cost decline expect fourth maybe normal overall percent pricing quarter reduction within
We expect to see overall DRAM pricing soften during the fourth quarter - maybe down 5 percent - but the decline will be within the manufacturers' normal cost reduction level.