DRAM Boom and Bust is Business as Usual [Portfolio]

oom or bust. It’s long been the cycle for established memory technologies. As 3D NAND pricing softens, DRAM still appears to be going strong. But for how long? And will these ups and downs always be the norm despite diversified demand and emerging vendors from China?

One key characteristic of the DRAM market is that there are currently only three major suppliers — Micron Technology, SK Hynix and Samsung Electronics.

“They’re keeping a pretty tight rein on their capacity,” said Brian Matas, vice president of market research at IC Insights, said in a telephone interview with EE Times. “And at the same time, there’s also pretty strong demand for higher performance and higher-density parts, particularly from the data center and server applications.”

Read my EE Times story.

Micron CEO Durcan to Retire [Portfolio]

Micron Technology Inc. CEO Mark Durcan announced his pending retirement Thursday (Feb. 2). No timeframe has been set for Durcan’s retirement, but he will continue to head the company as CEO for the time being.

Micron (Boise, Idaho) said its board of directors has formed a special committee to oversee the succession process and has initiated a search, with the assistance of an executive search firm, to identify and vet candidates. Durcan has pledged to help with the search process and the transition. Read my full article on EE Times.