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Thursday, March 26, 2009

DRAM makers predict shortages

Both Hynix and Powerchip are predicting shortages in the second half of the year in DRAM.  Not coincidentally, both will likely require substantial cash over the next several months.  Making a case for profitability obviously would help their impending stock offerings.

Though PCs will decline by the low double digits for the year, wafer additions are slowing due to capacity cutbacks.  Seasonality will drive demand higher in the second half, which will lead to less availability, according to their prediction.

Hynix was up 15%, the limit, on these comments.  Micron is bid up 5% this morning.

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