If the memory market, which has been a blood-bath for the last 12 months, bottomed out in the first quarter of 2009, it must be good news for the rest of the chip market.
The only way is up, surely.
Well, yes but before we get too carried away we must remember how far down the industry is and how far there is to climb.
Well, yes but before we get too carried away we must remember how far down the industry is and how far there is to climb.
As Nam Hyung Kim, a memory-chip market analyst at iSuppli points out: "Looking at the first-quarter situation, I have to believe the memory market hit the bottom."
Double-digit percentage falls in sales at big name chip suppliers in Q1 remind us just how deep the hole is in which the industry still finds itself.
"From now, it's the recovery stage. But the problem is the manufacturers have a long way to recover," said Nam Hyung Kim.
"From now, it's the recovery stage. But the problem is the manufacturers have a long way to recover," said Nam Hyung Kim.
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