Opinions vary over memory recovery

Opinions vary over memory recovery
David Manners South Korean DRAM suppliers are taking different views of a recovery in the memory market later this year. Although LG Semicon is taking an optimistic view of the memory market – anticipating balanced supply and demand by the fourth quarter this year – LG’s Korean rival Samsung is less hopeful. “We see two possible scenarios,” S.S. Lee, general manager of LG Semicon’s marketing division, told EW, “one is that, from the fourth quarter of this year, there is a balance in demand and supply and that in 1999 we’ll come to a shortage again. The second scenario is that the demand/supply balance will happen six months later – in the second quarter of 1999, followed by shortages. Either way, we think there’ll be shortages in the second half of next year.” However, at Samsung, the world’s largest memory manufacturer, Eui Yong Chung, director of worldwide marketing, reckons: “The second half of ’98 is a little optimistic for a balance of supply and demand. We think that, in the first half of next year, the market will start getting tight, and in the second half we expect a shortage of supply.”


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