Elpida Memory's CEO Yukio Sakamoto predict DRAM inventory will become tight in May after reaching a balance point in March 2011.

With clients rebuilding their inventory, DRAM contract prices are expected to start rising with 2Gb DDR3 parts likely to approach US$3 in March, Sakamoto said.

Elpida also forecast that the number of players in the DRAM market will reduce to three, probably two, after another wave of eliminations, mergers or acquisitions. He also commented that DRAM companies should step into producing mobile DRAM in order to survive.

Elpida's in-house capacity at its Hiroshima, Japan plant has almost all been shifted to producing mobile DRAM chips, as the company now purchases PC DRAM directly from its contract partners in Taiwan.

By: DocMemory
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