More DRAM Market Optimism

iSuppli has added its voice to the growing optism for a recovery in the DRAM market. As noted previously, the DRAM market is set for a rebound in 2008 after a disastrous 2007. iSuppli predicts the market will start to bounce back in Q3. According to iSuppli:

Following a miserable 2007, the global DRAM module market is expected to rebound gradually in 2008 due to the projected recovery in the overall memory industry, iSuppli Corp. predicts.

Global revenue from third-party shipments of DRAM modules, i.e. components that contain DRAM chips for use in PCs and other electronic products, is expected to rise to $8.9 billion in 2008, up 9.4 percent from $8.1 billion in 2007. In contrast, third-party DRAM module revenue declined 33.5 percent in 2007, down from $12.2 billion in 2006.

iSuppli also ranked three Taiwanese companies (A-DATA, Transcend and Apacer) in the top ten third-party DRAM module suppliers. iSuppli also notes the remarkable growth of Apacer in 2007 when the market as a whole was in a slump.

iSuppli's optism comes on the back of new from Digitimes that DRAM suppliers in Taiwan are increasing their prices. Digitimes says:

Following a price hike in the latter half of April, DRAM makers have once again raised contract prices for computer memory chips by 10% for the first half of May, according to market sources in Taiwan.

The upward price trend confirms that the DRAM industry is recovering from its current slump, the sources stated.

Article 1: Third-Party DRAM Module Market to Rebound in 2008
Article 2: DRAM contract prices reportedly rise by 10% in 1H May