DRAM Inventories Uncomfortably High

While GPUs are short, NAND Flash chip sales are sluggish and DRAM especially is doing even worse.

PC OEMs normally have memory stockpiles high enough to last for a few weeks of orders.

Alas, demand for such things is so poor nowadays that, even with lower production on the part of DRAM manufacturers, stockpiles have accumulated far beyond that threshold.

On average, OEMs have around three months of inventory, give or take.

IDC recently found that PC sales had decreased, due to multiple reasons, so this isn't quite surprising, especially after so many months of troubles in the memory sector.

Digitimes speculates that DRAM prices will fall further this quarter (Q3 2012) and the next, but we aren't sure if we believe it. Last we heard, memory was about as cheap as it could get.