Gartner Research

Gartner Invest/Community Vision: Same Old Rise and Fall Story for DRAM

Published: 26 September 2013

ID: G00258006

Analyst(s): Tim Mahon

Summary

As the DRAM market soars again, many are bullish about its long-term prospects, highlighting parallels with the HDD market as proof that things will be different this time. But crucial differences between these markets mean that investors should be wary of a DRAM downturn in as little as two years.

Table Of Contents

Analysis

  • Synopsis
  • The Starting Point and the Discussion
    • Good Times Back for DRAM
    • Similarities With the HDD Industry
    • The Crucial Differences Between DRAM and HDD
  • Implications for Companies and Investors

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