Samsung expects DRAM shortage in second half this year

On a sunny day (Mon, 15 Mar 2004 21:30:58 -0500) it happened Tony Hill
<hilla_nospam_20.TakeThisOut@yahoo.ca> wrote in
<k4oc509raqvqt6gj5if3cb0ote8140to1h.TakeThisOut@4ax.com>:

 >Hmm.. gotta wonder how much of this is a planned shortage, in light of
 >the recent investigations of price fixing by Samsung et. al. in the
 >memory industry? Maybe nothing, it might well be that demand will
 >increase faster than their production can keep up, but I suspect that
 >some trade agencies are going to be watching this DRAM shortage REAL
 >closely.
 >
Now not to get paranoid, other manufacturers have also signaled problems,
for example Microchip has announced that they can no longer supply everything
'of the shelf', we see Xilinx FPGA longer lead times then expected (month),
all this because everybody was careful not to produce too much in the last
year.
And demand is picking up.
So what I am trying to say: it seems to go for all silicon products.
For a moment I was thinking perhaps gets some RAM modules, and stock up,
sell at a higher price later....
Not so sure that would work.
But a lack of DRAM could also hamper the introduction of new software that
needs it.
For sure it will be played out in many ways
JP<!-- ~MESSAGE_AFTER~ -->
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