What They Say
IC Insights forecast that the improving DRAM market will mean that Samsung goes back past Intel as the largest semiconductor supplier again. The firm was ahead of Samsung in 2017 and 2018 but as DRAM prices slipped, the firm dropped back in revenue share.
What We Think
We’re publishing this as a press release, but I thought it was worth picking out the table which shows the long term development of the chip market and the way that DRAM prices have impacted the market in the last few years and Intel’s stalling growth in the last couple of years. (BR)
