iSuppli Corp. has upgraded its rating of near-term market conditions for DRAM suppliers to “neutral,” up from the “negative” assessment it has maintained since October.

However, the firm believes it is still too early to declare a fundamental recovery in the market that would merit a revision to “positive” status.

DRAM prices on the spot market began rising this week, partly due to reduced supply, particularly from leading DRAM supplier Samsung Electronics Co. Ltd, according to Nam Hyung Kim, director and principal analyst with iSuppli.

Samsung has been shifting production capacity from commodity DRAM to more profitable memories like NAND and non-commodity DRAM, leaving fewer commodity DRAM components on the market.

Despite the upgrade, iSuppli remains cautious regarding the outlook for DRAM market growth this year, the firm concluded.

By: DocMemory
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