Joyce Yang , Roger Chu / QD081606G / Aug.17, 2006. (GMT+8) / DRAM [ 514 , pdf ] BUY NOW

Global DRAM supply bit growth rebounded to a QoQ growth of 15% in 2Q, versus the 3.8% in 1Q06 and this growth met our previous estimate. The escalation of commodity DRAM, ramping up of DDR2 wafer start amount and 90nm proportion on improving yields are the major reason for the swing in 2Q.