A rise in the DRAM price last week saw Micron Technology talking up prospects for the DRAM industry.
Until last week prices had fallen so low Samsung had been turning away business from tier one customers.
Prices fell 35 per cent in the three months to the end of May, according to Micron. That is a normal price erosion for a year.
Last week, the spot market price of a 512Mbit DRAM rose 4.1 per cent, triggering a 6 per cent rise in Samsung's share price, a 4.7 per cent rise in Hynix's share price and a 4.4 per cent rise in Elpida's share price.
Two weeks ago Micron was saying that falling orders for stepper/scanners would keep worldwide DRAM output in step with demand.
Last week, Micron was saying that Vista will drive DRAM usage in PCs higher, from an average of 772Mbyte per box last year, to 1.2Gbyte this year, to 1.5Gbyte next year. However, reports of Vista's incompatibility with peripheral equipment have dampened its sales growth.
