DDR3 Shortage Becoming Reality; Buyers Panic Over Near-Term Supply 
DRAM Dynamics - Issue 23 - 2009 
Two weeks ago, iSuppli warned buyers of a DDR3 shortage and upgraded the near-term market outlook to Neutral. iSuppli’s recent visit to South Korea and to Korean DRAM suppliers confirmed that DDR3 is, indeed, in shortage. The DDR3 shortfall is due to the rapid conversion of buyers to DDR3 from the traditional DDR2, even though suppliers have...

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