Industry Expert Blogs

In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages and price hikes are already in place and the leading foundries are expecting a 20%+ growth rate and predicting full (95%+) capacity by the end of 2010.