14 DAY TRIAL // For years, the DRAM market was plagued by an acute oversupply, so acute that prices plummeted and plummeted like they'd never plummeted before.
For the past six months, however, the main manufacturers of DRAM chips have been cutting their supply capacity.
Eventually, a balance was reached between supply and demand. But it didn't last.
This time, though, the balance was tipped the other way, to the point where there is now an undersupply, a shortage of DRAM chips.
In fact, some companies, like Inotera, expect a shortage until 2015.
The change in consumer behavior, form favoring PCs to liking mobile devices more, will allow the DRAM market to start growing again.
Supply won't keep up, however, because manufacturers still have a reason to be cautious about making more wafers than strictly necessary.