Fabtech blog posts: Foundries' Squeeze + Memory

[B3D News]

Mark Osborne at Fabtech.org posted two interesting blog posts in the last couple of days, one on the apparent capacity expansion squeeze from foundries in an attempt to improve wafer prices and margins, and another on the current (awful) state of the memory markets. They're both definitely worth a read if you're interested in that kind of thing.

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[MfA]

I'm surprised people can still be surprised the free market does not act purely rationally ... especially DRAM has been on the classic pig cycle for ages now (probably because of the lower barriers to entry than most high tech markets, patents play a smaller role).