ProMOS

Does the ‘Windows Bump’ Really Exist?

Windows Introductions vs DRAM Bit GrowthDRAM manufacturers often refer to “The Windows Bump” – a phenomenon that is believed to occur after every release of a new version of the Windows operating system.  According to this theory DRAM demand increases for a period following an introduction.

An example: in a recent article Kingston VP Scott Chen said that an increase in sales for Windows 8 might help raise DRAM demand, leading to more stable prices.

Demand is expected to pick up on the upcoming launch of Windows 8 tablets and Ultrabook PCs later in the second half of 2012.

Does the Windows Bump really exist?  The Memory Guy thought Continue reading

Samsung Revenues Reflect NAND Price Increase

Samsung Memory Revenue History 3Q09-2Q12NAND prices have increased since July, and that appears to have helped Samsung to increase its memory revenues in the past quarter.  That comes as a welcome change!

As this post’s graphic illustrates the company has has seen downward-trending memory revenues for five of the past six quarters, but Q2 revenues increased by ten percent.  Interestingly enough, the last quarter-to-quarter increase was a miniscule 0.3% one in Q2 of 2011.  It looks as if growth tends to regularly occur in Samsung’s second quarter.

Last quarter’s revenue growth helps to debunk rumors that Samsung was Continue reading

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Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

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