DRAM Industry Trends
  • DRAM = (Dynamic Random Access Memory)
  • DRAM has historically been a cyclical and competitive industry (commodity)
    • Prices and margins were low
  • Bankruptcies and Mergers since 2000 have reduce the playing field to 3 main players
    • Micron, Samsung, SKy Hynix
  • Growth in memory intensive industries (Artificial Intelligence, Self Driving Cars, 5g, Data Centers etc) have drive up demand