Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Sun Tzu who wrote (87248)	8/13/2021 12:05:50 PM
From: Sam	Read Replies (1) of 95560

Statistica says PCs were about 13% of the DRAM market in 2019, down from about 19% in 2016: statista.com I think it is fair to say it is probably less than that in 2021 and it is dropping. EDIT: Here is what TrendForce said in December 2020: The DRAM market exhibits a healthier and more balanced supply/demand relationship compared with the NAND Flash market because of its oligopolistic structure, according to TrendForce’s latest investigations. The percentage distribution of DRAM supply bits by application currently shows that PC DRAM accounts for 13%, server DRAM 34%, mobile DRAM 40%, graphics DRAM 5%, and consumer DRAM (or specialty DRAM) 8%. trendforce.com I think but am not sure about this that it is even less of a percentage of Micron's DRAM revenue.

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