


Memory Chip Makers Benefit from Old and New Technologies
NEW YORK, NY--(Marketwire - February 21, 2011) - Several memory chip makers have seen their top lines spike in the last year as mobile demand has grown exponentially. Many industry heavyweights expect the trend to continue as Flash memory has set the industry standard for data storage on smart phones, tablets and other portable devices. Additionally, there is increased optimism that the Dynamic random-access memory (DRAM) market is turning around after a disappointing 2010. The Bedford Report examines the outlook for companies in the Semiconductor - Memory Chip Industry and provides research reports on Sandisk, Inc. (
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The DRAM market took a significant hit in 2010. DRAM firms added excess capacity which led to lower pricing for DRAM. According to DRAMeXchange, Global DRAM revenues declined to US$8.64 billion in the fourth quarter of 2010, down 20% from US$10.78 billion in the third quarter.
There is optimism in the analyst community that the DRAM market will turn around in the latter half of 2011 as key DRAM companies are taking a more cautious approach to manufacturing capacity. Last month UBS upgraded Micron Tech citing stabilizing DRAM prices on steady demand.
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Several chipmakers are now predicting that 3D chip technology could take the place flash memory in the near future. As well as being faster, 3D chips are also cheaper than Flash chips.
Apple is particularly keen on NAND memory. Late in 2010 Apple unveiled its first complete product line of laptops relying entirely on flash chips for storing data. Presently, SanDisk's main chip product is NAND Flash memory however the company looks to have its eyes set on 3D chip technology. Since 2008 SanDisk has been working with Toshiba on 3D memory chips.
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