Ken Kuo, Avril Wu, Ernest Tesng / TD121211P / 2011/12/13 下午 02:07:10 (GMT+8) / DRAM [ 827 , pdf ] BUY NOW

Since 2008, global DRAM industry wafer start volume has fallen from 2008’s high of 1,526K starts per month to 2012’s low of 1,003K per month, representing a 35% decline. Wafer start volume for 1Q12 is estimated at 1003K, a figure nearing the lowest wafer start volume reached during the financial crisis, 986K. DDR3 2Gb price is approaching the lowest DDR2 1Gb price hit during the financial crisis, US$0.60.