DRAM market oligopoly to face challenges in 2015 as makers expand capacity, says DRAMeXchange

An increasing number of DRAM makers are planning to expand their capacity in the fourth quarter of 2014 as DRAM market supply tightens, while bit supply could grow nearly 30% in 2015 following recent decreases in die size and capacity adjustments. As a result, the industry's oligolopy structure could face considerable challenges in 2015, among them oversupply that would eat into producers' profit margins, said Avril Wu, assistant vice president of DRAMeXchange.



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