Back-end capacity may not keep apace with DRAM production in 2007
Despite a strong outlook for DRAM 2007, some memory packaging and testing houses are conservative about expanding their capacity, raising the possibility of a shortage in back-end production, according to industry sources. Weak NAND flash prices are making DRAM more attractive to memory makers, while the industry will begin to feel the significant impact of DRAM production on 90nm node in the first quarter of 2007, the sources said.
More here at DigiTimes.
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