DRAM Market Bubbles: Will the next time be different?

Summary : This has become one of the most controversial semiconductor topics of the year. Is it a bubble? Is there double-ordering? ... Here we look at the Silicon Cycle and the role Price Elasticity places in driving it. Some believe DRAM producers have learned from the past. To a great degree it’s more a matter of market structure, over-funding the expansion of competition, and thus capacity, than it is one of producers learning from the past.

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